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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Jeffrey M Patten

Advisor at EDWARD JONES

Palmetto, FL

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Search this name across graphsid dfx:ria:e30a9245-35a4-c039-ee21-aac98e121925

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Feb 26, 2020 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: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 28, 2017
First registration: Feb 26, 2020
Dual registered: yes, broker-dealer
Other names: JEFFREY M PATTEN|Jeff M Patten|Jeff Patten|JEFFREY MATTHEW PATTEN
IAPD individual key: 5481482

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
EDWARD JONES	National bd RIA	Jul 31, 2026	n/a	yes	Palmetto, FL	Current employment
OXFORD WEALTH GROUP, LLC	Independent wealth	Jun 23, 2025	Jan 12, 2026	no	ORLANDO, FL	Previous registration
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY	Independent wealth	Sep 6, 2024	Apr 2, 2025	no	TAMPA, FL	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Feb 26, 2020	Aug 16, 2024	no	BRADENTON, FL\|BRADENTON, 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
OXFORD WEALTH GROUP, LLC	EDWARD JONES	Jan 12, 2026	Jul 31, 2026	200	Firm change	RIA to ibd
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY	OXFORD WEALTH GROUP, LLC	Apr 2, 2025	Jun 23, 2025	82	Firm change	RIA to RIA
TRUIST ADVISORY SERVICES, INC.	WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY	Aug 16, 2024	Sep 6, 2024	21	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ EDWARD JONESRegistered adviserregistration: current employment
Jul 31, 2026 to presentfactForm ADV
→ OXFORD WEALTH GROUP, LLCRegistered adviserregistration: previous registration
Jun 23, 2025 to Jan 12, 2026factForm ADV
→ WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANYRegistered adviserregistration: previous registration
Sep 6, 2024 to Apr 2, 2025factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Feb 26, 2020 to Aug 16, 2024factForm ADV

Dated events

Occurred
Jan 12, 2026
Advisor changed firm
Jeffrey M Patten left Oxford Wealth Group, Llc for Edward Jones (registered 2026-07-31)
Form ADVobserved 4 days ago
Occurred
Apr 2, 2025
Advisor changed firm
Jeffrey M Patten left Walser Wealth Management Company, A Limited Liability Company for Oxford Wealth Group, Llc (registered 2025-06-23)
Form ADVobserved 4 days ago
Occurred
Aug 16, 2024
Advisor changed firm
Jeffrey M Patten left Truist Advisory Services, Inc. for Walser Wealth Management Company, A Limited Liability Company (registered 2024-09-06)
Form ADVobserved 4 days ago