Joseph Patton (CRD# 358081) is an Investment Advisor Representative working at J.p. Marvel Wealth Management, Inc. in Boston, MA and has over 37 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Marvel Investment Advisors, Inc. | Boston, MA | Oct 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1986 |
- TX
-
Total Assets Under Management564MILLIONS
-
Total Number of Accounts116ACCOUNTS
-
Average Account Value$4,863,880
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
FL, MA, TX
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