Patrick Jamin, financial advisor Greenwich CT
90 score

Patrick Jamin

CRD Number: 4568317
Current Firm: Northcoast Asset Management LLC

Patrick Jamin (CRD# 4568317) is an Investment Advisor Representative working at Northcoast Asset Management LLC in Greenwich, CT and has 1 year of experience in the finance industry.

Similar Advisors
Nat Prentice, financial advisor Greenwich CT
Nat Prentice
CRD# 832532
Altium Wealth Management LLC
Score
107
Similar Advisors
Michael Cocco, financial advisor Greenwich CT
Michael S. Cocco
CRD# 4936830
Axa Advisors, LLC
Score
106
Similar Advisors
Robert Troyano, financial advisor Greenwich CT
Robert M. Troyano
CRD# 1502551
H. Beck, Inc.
Score
105
Professional Designations
Company Name Location Dates Years
Northcoast Asset Management Greenwich, CT Jan 2012 - Current 4
Numeric Investors Boston, MA Oct 2008 - Jan 2012 3
Cassandra Capital San Francisco, CA Jan 2008 - Sep 2008 < 1
Standard Pacific Capital San Francisco, CA Oct 2005 - Oct 2007 2

Patrick Jamin has no recent exams reported.
Contact Info for Patrick J. Jamin
Phone Number: 203-532-7000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    2,705
    MILLIONS
  • Total Number of Accounts
    9,401
    ACCOUNTS
  • Average Account Value
    $287,762
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Patrick Jamin and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.