Patrick JolliffeCRD Number: 2531902
Current Firm: Familywealth Asset Management
Patrick Jolliffe (CRD# 2531902) is an Investment Advisor Representative working at Familywealth Asset Management in Dallas, TX and has over 24 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Familywealth Asset Management||Dallas, TX||Mar 2020 - Current||2|
|Familywealth Advisers||Denver, CO||Mar 2020 - Current||2|
|Familywealth Advisers, LLC||Denver, CO||May 2019 - Current||3|
|Familywealth Advisers, LLC||Denver, CO||Jun 2018 - May 2019||< 1|
|Jolliffe Capital, Inc.||Scottsbluff, NE||May 2006 - Jun 2018||12|
|Advisersource.com, LLC||Denver, CO||Sep 2017 - Dec 2017||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management268MILLIONS
Total Number of Accounts733ACCOUNTS
Average Account Value$366,169
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- 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)
- Publication of periodicals or newsletters
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