John Patten (CRD# 2700375) is an Investment Advisor Representative working at Mar Wealth Management Services, LLC in West Palm Beach, FL and has over 27 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mar Wealth Management Services, LLC | West Palm Beach, FL | Apr 2020 - Current | 4 |
| Unemployed | West Palm Beach, FL | Dec 2019 - Mar 2020 | < 1 |
| Td Private Client Wealth, LLC | West Palm Beach, FL | Sep 2016 - Nov 2019 | 3 |
| Bmo Harris Bank N.a. | West Palm Beach, FL | Apr 2010 - Jul 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- FL
-
Total Assets Under Management94MILLIONS
-
Total Number of Accounts114ACCOUNTS
-
Average Account Value$828,839
- 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
- Selection of other advisers (including private fund managers)
FL, TX
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