JP
JP
Jonathan Patterson
29 Years of Experience
Chicago Heights, IL
1 DisclosureBroker
Jonathan Patterson is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Chicago Heights, IL, with 29 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location
Chicago Heights, IL
Get directionsHistory
Regulatory History (1)
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Financial
May 2019Final
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
May 2024 - February 2026 · 1 yr 9 mos
U.S. Bancorp Investments, INC.
May 2024 - February 2026 · 1 yr 9 mos
Wintrust Investments
July 2022 - May 2024 · 1 yr 10 mos
Wintrust Investments LLCBroker
July 2022 - May 2024 · 1 yr 10 mos
Wintrust Investments
July 2022 - July 2022 · 0 mos
Fifth Third Securities, INC.
June 2019 - July 2022 · 3 yrs 1 mo
Fifth Third Securities, INC.Broker
June 2019 - July 2022 · 3 yrs 1 mo
Cetera Investment Advisers LLC
February 2015 - May 2019 · 4 yrs 3 mos
Cetera Investment Services LLCBroker
February 2015 - May 2019 · 4 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
September 2010 - February 2015 · 4 yrs 5 mos
U.S. Bancorp Investments, INC.
September 2010 - February 2015 · 4 yrs 5 mos
Fifth Third Securities, INC.
March 2007 - October 2010 · 3 yrs 7 mos
Fifth Third Securities, INC.Broker
March 2007 - October 2010 · 3 yrs 7 mos
Lasalle Financial Services, INC.
March 2003 - February 2007 · 3 yrs 11 mos
Lasalle Financial Services, INC.Broker
January 2003 - February 2007 · 4 yrs 1 mo
Banc One Securities CorporationBroker
March 1999 - December 2002 · 3 yrs 9 mos
Mclaughlin, Piven, Vogel Securities, INC.Broker
October 1996 - February 1999 · 2 yrs 4 mos
State Registrations2 states
ILIN
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.