Jennifer Paterson (CRD# 7111630) is an Investment Advisor Representative working at Journeytree Financial Advisors in Eugene, OR and has over 4 years of experience in the finance industry.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Journey Tree, Llc Dba Journeytree Financial Advisors | Eugene, OR | Oct 2017 - Current | 6 |
| Lane Community College Center For Accessible Resources | Eugene, OR | May 2017 - Oct 2017 | < 1 |
| Unemployed | Eugene, OR | Dec 2016 - May 2017 | < 1 |
| Aks Engineering & Forestry | Eugene, OR | Oct 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- OR
-
Total Assets Under Management94MILLIONS
-
Total Number of Accounts92ACCOUNTS
-
Average Account Value$1,016,403
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, LA, OR, TX
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