Luis Patten, financial advisor Avon Lake OH
76 score

Luis Patten

CRD Number: 6362309
Current Firm: Edward Jones

Luis Patten (CRD# 6362309) is an Investment Advisor Representative working at Edward Jones in Avon Lake, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2014 - Current 2
Unemployed Amherst, OH Mar 2014 - May 2014 < 1
Teletech Holdings Amherst, OH Nov 2012 - Mar 2014 1
Campus Impact Organization Amherst, OH Dec 2010 - Nov 2012 1
Costco Wholesale Avon, OH Nov 2010 - Jan 2011 < 1
Jjb Consulting Inc. Middleburg Heights, OH Oct 2010 - Nov 2010 < 1
Gateway Church Southlake, TX Oct 2007 - Aug 2010 2
Amherst Foursquare Church Amherst, OH Jan 2002 - Oct 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Luis Patten
Phone Number: 314-515-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
76

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