Patrick Garrett, financial advisor Battle Creek MI

Patrick Garrett

CRD Number: 6496437
Current Firm: Edward Jones
Compensation Model: Both
Patrick Garrett (CRD# 6496437) is an Investment Advisor Representative working at Edward Jones in Marshall, MI and has 1 year of experience in the finance industry.
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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2015 - Current 8
Michigan State Senate Lansing, MI Jul 2014 - Jun 2015 < 1
Michigan State University East Lansing, MI Aug 2012 - Jul 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2015
Contact Info for Patrick H. Garrett
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
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
The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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