Jeremiah Patterson
Jeremiah Patterson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Sugar Land, TX, with 19 years of industry experience. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
514 Brooks Street, Sugar Land, TX, 77478
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremiah operates as Sugar Land Financial Advisors, providing financial planning and insurance services, dedicating a few hours per week. He also works as a notary, spending minimal time notarizing documents for clients without charging a fee.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Harvest Investment Services, LLC
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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.