Joseph PattonCRD Number: 358081
Current Firm: J.p. Marvel Wealth Management, Inc.
Joseph Patton (CRD# 358081) is an Investment Advisor Representative working at J.p. Marvel Wealth Management, Inc. in Boston, MA and has over 35 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|J.p. Marvel Investment Advisors, Inc.||Boston, MA||Oct 2007 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1986|
Total Assets Under Management580MILLIONS
Total Number of Accounts58ACCOUNTS
Average Account Value$10,004,522
- A percentage of assets under your management
- Performance-based fees
- 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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