Jobie Patrick, financial advisor Brighton MI

Jobie Patrick

CRD Number: 2070897
Current Firm: Patrick Financial Group LLC

Jobie Patrick (CRD# 2070897) is an Investment Advisor Representative working at Patrick Financial Group LLC in Brighton, MI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Patrick Financial Group, LLC Brighton, MI Jan 2022 - Current < 1
Patrick Financial Group, LLC Brighton, MI Dec 2002 - Dec 2021 19
Mfgin, Inc. Livonia, MI Apr 2012 - Mar 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Jobie A. Patrick
Phone Number: 810-225-9876
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    168
    MILLIONS
  • Total Number of Accounts
    1,298
    ACCOUNTS
  • Average Account Value
    $129,642
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, FL, MI, TX

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