Patrick Kilbane, financial advisor Jacksonville Beach FL
89 score

Patrick Kilbane

CRD Number: 6273088
Current Firm: Ullmann Brown Wealth Advisors

Patrick Kilbane (CRD# 6273088) is an Investment Advisor Representative working at Ullmann Brown Wealth Advisors in Jacksonville Beach, FL and has over 2 years of experience in the finance industry.

Similar Advisors
Daniel Orlovsky, financial advisor Jacksonville Beach FL
Daniel J. Orlovsky
CRD# 1961196
Northwestern Mutual Investment Services,llc
Similar Advisors
Michelle Ash, financial advisor Jacksonville Beach FL
Michelle L. Ash
CRD# 4561598
Paragon Wealth Strategies, LLC
Similar Advisors
Katie Burke, financial advisor Jacksonville Beach FL
Katie G. Burke
CRD# 4962228
Wealth By Empowerment
Company Name Location Dates Years
Sagepoint Financial Ponte Vedra Beach, FL Jan 2014 - Current 2
Grayrobinson, Pa Jacksonville, FL Jul 2010 - Nov 2013 3
Rogers Towers, Pa Jacksonville, FL Sep 2005 - Jun 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Patrick J. Kilbane
Phone Number: 904-280-3700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Patrick Kilbane and other advisors.
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.