JP
JP
John Patat
28 Years of Experience
Naples, FL
2 DisclosuresBroker
John Patat is a registered investment advisor at Raymond James & Associates, INC., based in Naples, FL, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
1421 Pine Ridge Road, Suite 300, Naples, FL, 34109
Get directionsHistory
Regulatory History (2)
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Customer Dispute
January 2012Withdrawn
Customer Dispute
April 2000Closed-No Action
Other Business Activities
John owns and manages multiple rental real estate properties and is an owner of Patat Properties LLC. He spends minimal time on these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2022 - Present · 4 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Morgan Stanley
November 2012 - February 2022 · 9 yrs 3 mos
Morgan StanleyBroker
October 2012 - February 2022 · 9 yrs 4 mos
Wells Fargo Advisors, LLC
July 2003 - October 2012 · 9 yrs 3 mos
Wells Fargo Advisors, LLCBroker
July 2003 - October 2012 · 9 yrs 3 mos
Prudential Securities Incorporated
June 2002 - July 2003 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
April 2002 - July 2003 · 1 yr 3 mos
UBS Painewebber INC.Broker
April 1999 - April 2002 · 3 yrs
Dean Witter Reynolds INC.Broker
September 1997 - March 1999 · 1 yr 6 mos
State Registrations19 states
AZCACOCTFLILKYMDMIMONCNENJNMNYPAVAWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.