James Patterson, financial advisor Scottsdale AZ

James Patterson

CRD Number: 2086691
Current Firm: Stableford Capital LLC

James Patterson (CRD# 2086691) is an Investment Advisor Representative working at Stableford Capital LLC in Scottsdale, AZ and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Stableford Capital, LLC Atlanta, GA Nov 2014 - Current 9
Silver Dog LLC Atlanta, GA Jul 2012 - Oct 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1990
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for James O. Patterson
Phone Number: 480-493-2300
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    255
    MILLIONS
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $923,795
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CT, GA, IL, TX

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