JP
JP

Jason Patterson

30 Years of Experience
Nashville, TN
Broker

Jason Patterson is a registered investment advisor at Raymond James & Associates, INC., based in Nashville, TN, with 30 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

1033 Demonbreun Street, Suite 500, Nashville, TN, 37203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
February 2007 - February 2013 · 6 yrs
Morgan Keegan & Company, INC.
February 2007 - February 2013 · 6 yrs
Amsouth Investment Management Company LLC
August 2003 - February 2007 · 3 yrs 6 mos
Amsouth Investment Services, INC.
March 2003 - August 2003 · 5 mos
Amsouth Investment Services, INC.Broker
February 2000 - February 2007 · 7 yrs
Invest Financial CorporationBroker
February 1997 - February 2000 · 3 yrs
Ameristar Capital Markets, INC.Broker
June 1995 - February 1997 · 1 yr 8 mos
State Registrations11 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.