JP
JP

Jeremy Todd Patton

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
367 clients
Average Client Portfolio
$944K average
Assets Under Management
$346.3M

Fee Structure

Minimum Investment:None
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Location

6170 Research Road, Suite 1001, Frisco, TX, 75033

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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

Jeremy is the President/managing member of Kingdom Capital Partners, LLC, a real estate business. He devotes no time to this non-investment related activity.

Employment History
Current Registrations
Familywealth
March 2022 - Present · 3 yrs 11 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.