Patrick Erhart, financial advisor Los Angeles CA

Patrick Erhart

CRD Number: 6248836
Current Firm: J.p. Morgan Private Wealth Advisors LLC

Patrick Erhart (CRD# 6248836) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Los Angeles, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Los Angeles, CA Sep 2023 - Current < 1
First Republic Investment Management, Inc. Los Angeles, CA Aug 2018 - Current 5
First Republic Securities Company, LLC Los Angeles, CA Aug 2018 - Sep 2023 5
Mml Investors Services Los Angeles, CA May 2016 - Aug 2018 2
Mass Mutual Life Insurance Company Los Ageles, CA Sep 2013 - Aug 2018 4
Lenox Advisors, Inc. Los Angeles, CA Sep 2013 - Aug 2018 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Patrick Erhart
Phone Number: 415-392-1400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    139,511
    MILLIONS
  • Total Number of Accounts
    84,774
    ACCOUNTS
  • Average Account Value
    $1,645,685
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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