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RIA / WealthAdvisorCertified Financial Planner28 years in industry

JACK PATTERSON

Advisor at JACK PATTERSON & CO.

Davie, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 16, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JACK PATTERSON & CO.
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 23, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Oct 23, 1997
First registration: Nov 16, 2001
Dual registered: no
Other names: JACK PATTERSON|JACK NMN PATTERSON
IAPD individual key: 2420893

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JACK PATTERSON & CO.	Former SEC adviser	Dec 15, 2025	n/a	yes	Davie, FL	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Oct 20, 2009	Dec 18, 2009	no	CORAL GABLES, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Jul 19, 2005	Oct 23, 2009	no	CORAL GABLES, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 16, 2001	Jul 29, 2003	no	MIAMI, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	JACK PATTERSON & CO.	Dec 18, 2009	Dec 15, 2025	5,841	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Oct 23, 2009	Oct 20, 2009	-3	Bulk transfer	Other
WELLS FARGO ADVISORS	RAYMOND JAMES FINANCIAL SERVICES, INC.	Jul 29, 2003	Jul 19, 2005	721	Firm change after gap	Other

Relationships

Registered with (4)

→ JACK PATTERSON & CO.Registered adviserregistration: current employment
Dec 15, 2025 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Oct 20, 2009 to Dec 18, 2009factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 19, 2005 to Oct 23, 2009factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 16, 2001 to Jul 29, 2003factForm ADV

Dated events

No dated event names this entity yet.