Patrick Weeks (CRD# 2374622) is an Investment Advisor Representative working at Epic Wealth Management LLC in Red Bank, NJ and has over 5 years of experience in the finance industry.
CRD# 1852802
Investment Partners Asset Management
CRD# 3160155
Investment Partners Asset Management
CRD# 4443847
Able Wealth Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| W&w Consulting LLC | Bayonne, NJ | Apr 2021 - Current | 3 |
| Epic Wealth Management | Red Bank, NJ | Aug 2020 - Current | 3 |
| Chelsea Financial Services | Staten Island, NY | Jan 2022 - Aug 2022 | < 1 |
| Self-employed | Red Bank, NJ | Oct 2019 - Oct 2020 | 1 |
| Chelsea Financial Services | Staten Island, NY | Sep 2018 - Feb 2020 | 1 |
| Not Employed | Bayonne, NJ | Jan 2017 - Aug 2018 | 1 |
| Gilder Gagnon Howe & Co | New York, NY | Dec 2010 - Jan 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- NJ
- NY
- PA
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts71ACCOUNTS
-
Average Account Value$173,084
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NJ, NY, PA
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