Jack Patterson & Company

Jack Patterson & Company (CRD# 152218) is a financial advisory firm headquartered in Coral Gables, FL. They manage $47,495,000 in 240 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Jack Patterson & Company
Showing 1 - 1 of 1 top financial advisors.
Jack N. Patterson
CRD#: 2420893
2655 Lejeune Road, Ste. 909, Coral Gables, FL 33134

Jack Patterson (CRD# 2420893) is an Investment Advisor Representative working at Jack Patterson & Company in Coral Gables, FL and has over 18 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.

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