Jon Paul Pattinson, financial advisor Alpharetta GA

Jon Paul Pattinson

CRD Number: 5045935
Current Firm: Merit Financial Advisors

Jon Paul Pattinson (CRD# 5045935) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Merit Financial Group, Llc (dba: Merit Financial Advisors) Frisco, TX Oct 2017 - Current 4
Lpl Financial LLC Frisco, TX May 2012 - Current 9
Lifestyle Planning Solutions, LLC Frisco, TX Apr 2015 - Aug 2019 4
The Botsford Group Frisco, TX Jun 2005 - Jan 2018 12
Stratos Wealth Partners, Ltd Frisco, TX Mar 2013 - Oct 2017 4
Dewaay Financial Network Frisco, TX May 2010 - May 2012 2
Dewaay Advisory Frisco, TX May 2010 - May 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Jon Paul Pattinson
Phone Number: 678-867-7050
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,878
    MILLIONS
  • Total Number of Accounts
    8,693
    ACCOUNTS
  • Average Account Value
    $331,072
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WY

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