Christopher Alan Patterson

Employer firm

Lifeworks Advisors, LLC CRD 288255

$967M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 12/2022
  The Patterson Cpa Group, Inc. D/B/A Patterson Financial
  Ponte Vedra Beach, FL
• 09/2021 → 11/2023
  Lifeworks Advisors, Llc
  St Johns, FL
• 11/2023 → Present
  Innovative Wealth Strategies, Llc
  Jacksonville, FL
• 09/2021 → Present
  St. Johns Wealth Advisors, Llc
  Jacksonville, FL
• 01/2008 → 09/2021
  The Patterson Cpa Group, Inc.
  Ponte Vedra Beach, FL

Previous Registrations

• 2024-01-16 → 2024-02-14
  Innovative Wealth Strategies
  Jacksonville, FL
• 2011-08-11 → 2022-12-31
  Patterson Financial
  Ponte Vedra Beach, FL
• 2011-08-11 → 2015-12-31
  Patterson Financial
  Ponte Vedra Beach, FL
• 2011-08-11 → 2014-12-31
  Patterson Financial
  Ponte Vedra Beach, FL
• 2011-08-11 → 2013-12-31
  Patterson Financial
  Ponte Vedra Beach, FL
• 2010-05-20 → 2011-05-04
  Holland Advisory Services, Inc.
  Ponte Vedra Beach, FL
• 2001-03-19 → 2002-07-19
  Wells Fargo Clearing Services, Llc
  Ponte Vedra, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-28
• S63 Uniform Securities Agent State Law Examination
  2001-03-28

Other Names

• Chris Patterson