Jeremiah PattersonCRD Number: 5117875
Current Firm: Concourse Financial Group Advisors
Jeremiah Patterson (CRD# 5117875) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Sugar Land, TX and has over 16 years of experience in the finance industry. Jeremiah Patterson 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.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|(dba) Sugar Land Financial Advisors||Sugar Land, TX||Aug 2019 - Current||2|
|Proequities, Inc.||Sugarland, TX||Jul 2009 - Current||13|
|Harvest Investment Services, LLC||Sugar Land, TX||Aug 2014 - Jan 2020||5|
|Copelin Financial||Sugarland, TX||Jul 2009 - Sep 2019||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2006|
Total Assets Under Management5,745MILLIONS
Total Number of Accounts24,896ACCOUNTS
Average Account Value$230,748
- 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
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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