Jon Paul PattinsonCRD 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.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|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|
Total Assets Under Management2,878MILLIONS
Total Number of Accounts8,693ACCOUNTS
Average Account Value$331,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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