Jeffrey M Patten is an investment adviser representative (IAR) with state registration records since 2020, appearing at 4 firms. Currently registered with EDWARD D. JONES & CO., L.P..
| Firm | From | To | Current |
|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | 2026-07-31 | present | Yes |
| OXFORD WEALTH GROUP, LLC | 2025-06-23 | 2026-01-12 | — |
| WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY | 2024-09-06 | 2025-04-02 | — |
| TRUIST ADVISORY SERVICES, INC. | 2020-02-26 | 2024-08-16 | — |