Dustin Paterson (CRD# 7532211) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chino, CA and has over 3 years of experience in the finance industry.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Chino, CA | Aug 2023 - Current | < 1 |
| Jpmorgan Securities, LLC | Chino, CA | Aug 2023 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | Temecula, CA | Mar 2022 - Jul 2023 | 1 |
| J.p. Morgan Securities LLC | Temecula, CA | Mar 2022 - Jul 2023 | 1 |
| Dustin Paterson Insurance Agency | Temecula, CA | Jul 2021 - Feb 2022 | < 1 |
| Jpmorgan Chase Bank, N.a. | Temecula, CA | Aug 2019 - Aug 2021 | 2 |
| Gold Seal Products | Temecula, CA | Jan 2016 - Jan 2020 | 4 |
| Temecula Motorsports | Temecula, CA | Jun 2016 - Jan 2018 | 1 |
| Cycle Gear | Temecula, CA | Feb 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- CA
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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