Jack Patterson & Company
Jack Patterson & Company (CRD# 152218) is a financial advisory firm headquartered in Coral Gables, FL. They manage $50,000,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management50MILLION
Total Number of Accounts200ACCOUNTS
Average Account Value$250,000
- A percentage of assets under your management
- 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
- Educational seminars/workshops
Jack Patterson (CRD# 2420893) is an Investment Advisor Representative working at Jack Patterson & Company in Coral Gables, FL and has over 20 years of experience in the finance industry. Jack 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.
Braulio Suarez (CRD# 6869139) is an Investment Advisor Representative working at Jack Patterson & Company in Coral Gables, FL and has 1 year of experience in the finance industry.