JP
JP

Johnathan Patterson

5 Years of Experience
Charlotte, NC
Broker

Johnathan Patterson is a registered investment advisor, based in Charlotte, NC, with 5 years of industry experience.

Location

1030 Admiral Nelson Ct, Charlotte, NC, 28262

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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

Johnathan owns RJ Patterson Properties LLC, a real estate company, since March 2023. His duties include finding tenants, fixing issues, and collecting payments, and he spends no time on this during trading hours.

Employment History
Current Registrations
Vanguard Advisers, INC.
February 2026 - Present · 3 mos
Vanguard Marketing CorporationBroker
February 2026 - Present · 3 mos
Vanguard Marketing Corporation
February 2026 - Present · 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2024 - January 2026 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2024 - January 2026 · 1 yr 5 mos
Equitable Advisors, LLC
February 2024 - July 2024 · 5 mos
Equitable Advisors, LLCBroker
February 2024 - July 2024 · 5 mos
Vanguard Advisers, INC.
January 2021 - February 2024 · 3 yrs 1 mo
Vanguard Marketing CorporationBroker
December 2020 - February 2024 · 3 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Johnathan Patterson - Financial Advisor | TrueAdvisor