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Patrick Hewitt

16 Years of Experience
Jackson, TN
Broker

Patrick Hewitt is a registered investment advisor at Raymond James & Associates, INC., based in Jackson, TN, with 16 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

1381 Union University Dr, Jackson, TN, 38305

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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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Other Business Activities

Patrick is a board member for The STAR Center, a nonprofit disability learning and training center, and a partner in TN Courier Service LLC. He spends minimal time on each of these activities.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
December 2009 - February 2013 · 3 yrs 2 mos
Morgan Keegan & Company, INC.Broker
November 2009 - February 2013 · 3 yrs 3 mos
State Registrations30 states
ALARAZCACOFLGAIAILINKSKYLAMIMOMSMTNCNMNYOHOKORPASCTNTXVAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.