Jack Patach (CRD# 7584739) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Holmdel, NJ and has 1 year of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Holmdel, NJ | Jul 2022 - Current | 1 |
| University At Albany | Albany, NY | Sep 2020 - May 2022 | 1 |
| Student | Ny, NY | Jan 2012 - May 2022 | 10 |
| Cion Investments | New York, NY | Jun 2021 - Aug 2021 | < 1 |
| University At Albany | Albany, NY | Jan 2019 - Sep 2020 | 1 |
| Bed Bath And Beyond Inc. | Lake Grove, NY | Sep 2016 - Aug 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- NJ
- NY
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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