Jeremie Patrick, financial advisor Lancaster PA

Jeremie Patrick

CRD Number: 6337088
Current Firm: Rodgers & Associates

Jeremie Patrick (CRD# 6337088) is an Investment Advisor Representative working at Rodgers & Associates in Lancaster, PA and has over 9 years of experience in the finance industry. Jeremie Patrick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rodgers & Associates Lancaster, PA Jan 2018 - Current 6
Rodgers & Associates Lancaster, PA Mar 2016 - Dec 2017 1
Sfc Wealth Advisors State College, PA Jun 2015 - Feb 2016 < 1
Northwestern Mutual Investment Services LLC Lancaster, PA Dec 2014 - Apr 2015 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2014 - Apr 2015 < 1
Student Shippensburg, PA Apr 2014 - Apr 2015 1
Darrenkamps Markets Mt Joy, PA Aug 2010 - May 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2015
S65 NASAA Investment Advisors Law Examination Jun 2015
Contact Info for Jeremie L. Patrick
Phone Number: 717-560-3800
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,196
    MILLIONS
  • Total Number of Accounts
    3,207
    ACCOUNTS
  • Average Account Value
    $372,800
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
Types of Clients
Registered States

AZ, CA, DE, FL, MD, NC, NJ, NY, PA, TX, VA

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