DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••••••• E••••• P••••••••

U••• B•••••• A•••••••• L••BD affiliatedRichton Park, Il dual registrantIAPD 2813004

Feed of 09/15/2026

Also filed as Jonathan Eugene Patterson

At current firm

0 y

since Feb 13, 2026

In the industry

29 y

since Nov 1, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

U••• B•••••• A•••••••• L•• BD affiliated current
since Feb 13, 2026 · Chicago, Il
U••• B•••••• I••••••••• I••• former
May 14, 2024 to Feb 13, 2026 · Chicago Heights, Il
W••••••• I••••••••• former
Jul 15, 2022 to May 13, 2024 · Crete, Il
F•••• T•••• S••••••••• I••• BD affiliated
Jun 3, 2019 to Jul 19, 2022 · Dolton, Il
C••••• I••••••••• A••••••• L•• BD affiliated
Feb 3, 2015 to May 29, 2019 · South Holland, Il
U••• B•••••• I••••••••• I••• former
Sep 30, 2010 to Feb 3, 2015 · Frankfort, Il
F•••• T•••• S••••••••• I••• BD affiliated
Mar 8, 2007 to Oct 8, 2010 · Lansing, Il
L•••••• F•••••••• S•••••••• I••• unclassified
Mar 17, 2003 to Feb 7, 2007 · Calumet City, Il

Moves

a registration end followed by a registration begin elsewhere

U••• B•••••• I••••••••• I••• to U••• B•••••• A•••••••• L••
left Feb 13, 2026, registered Feb 13, 2026 (0 days) · corporate re-registration, not a move
W••••••• I••••••••• to U••• B•••••• I••••••••• I•••
left May 13, 2024, registered May 14, 2024 (1 days) · RIA to affiliated broker-dealer or bank
F•••• T•••• S••••••••• I••• to W••••••• I•••••••••
left Jul 19, 2022, registered Jul 15, 2022 (-4 days) · Affiliated broker-dealer or bank to independent RIA
C••••• I••••••••• A••••••• L•• to F•••• T•••• S••••••••• I•••
left May 29, 2019, registered Jun 3, 2019 (5 days) · Affiliated broker-dealer or bank to another · moved with a team
U••• B•••••• I••••••••• I••• to C••••• I••••••••• A••••••• L••
left Feb 3, 2015, registered Feb 3, 2015 (0 days) · Other
F•••• T•••• S••••••••• I••• to U••• B•••••• I••••••••• I•••
left Oct 8, 2010, registered Sep 30, 2010 (-8 days) · Other
L•••••• F•••••••• S•••••••• I••• to F•••• T•••• S••••••••• I•••
left Feb 7, 2007, registered Mar 8, 2007 (29 days) · Other

Signals

Jonathan Eugene Patterson left Wintrust Investments for U.S. Bancorp Investments, Inc. (registered 2024-05-14)
May 13, 2024 · Advisor changed firm · fact
Jonathan Eugene Patterson left Fifth Third Securities, Inc. for Wintrust Investments (registered 2022-07-15)
Jul 19, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address