CP
CP
Cody Patton
4 Years of Experience
Jacksonville, FL
3 DisclosuresBroker
Cody Patton is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Jacksonville, FL, with 4 years of industry experience. Cody is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.
Compensation
Fixed/Hourly
Firm Size
2138 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
4345 Southpoint Blvd, Suite 400, Jacksonville, FL, 32216
Get directionsHistory
Regulatory History (3)
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Financial
May 2022Final
Financial
May 2022Final
Financial
February 2022Final
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
July 2026 - Present · 3 mos
Northwestern Mutual Investment Services, LLCBroker
July 2026 - Present · 3 mos
Previous Registrations
Strategic Advisers LLC
June 2025 - June 2026 · 1 yr
Fidelity Brokerage Services LLCBroker
August 2022 - June 2026 · 3 yrs 10 mos
State Registrations1 state
FL
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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