Patrick Jeffs-Catone, financial advisor Santa Ana CA

Patrick Jeffs-Catone

CRD Number: 5738008
Current Firm: Golden State Wealth Management, LLC

Patrick Jeffs-Catone (CRD# 5738008) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Golden State Asset Management, LLC Santa Ana, CA Mar 2019 - Current 5
Lpl Financial LLC Santa Ana, CA Jan 2019 - Current 5
Golden State Equity Partners, LLC Santa Ana, CA Mar 2018 - Current 6
Golden State Wealth Management, LLC Santa Ana, CA Jun 2016 - Current 7
Redwood Investment Group, Inc. Fort Bragg, CA Jun 2012 - Current 11
Lpl Financial, LLC Santa Ana, CA Jun 2012 - Mar 2018 5
Golden State Wealth Management, LLC Irvine, CA Jun 2013 - Jun 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Patrick M. Jeffs-Catone
Phone Number: 866.273.1563
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    1,691
    MILLIONS
  • Total Number of Accounts
    6,184
    ACCOUNTS
  • Average Account Value
    $273,403
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, FL, ID, IN, LA, MI, MT, NE, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, UT, VA, WA

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