Jeremy J Patten

Current Employers

Employment History

• 05/2016 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 4/2016 APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 8 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES, AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: THE DIME BANK INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANKING POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE START DATE: 4/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: REGISTERED REPRESENTATIVE DUTIES 3. NAME OF OTHER BUSINESS: DIME WEALTH MANAGEMENT ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: THE DIME BANK ; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR ; START DATE: 07/2019 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: INVESTMENT AND WEALTH MANAGEMENT SERVICES ; 4. NAME OF OTHER BUSINESS: PATTEN REAL ESTATE INVESTMENT RELATED: NO ADDRESS: 1257 SHADY LANE, HONESDALE, PA 18431 NATURE OF BUSINESS: RENTAL PROPERTIES START DATE: 4/2016 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: OWNER, I MAINTAIN AND RENT OUT RENTAL UNITS WHICH MY WIFE AND I OWN 5. NAME OF OTHER BUSINESS: MASONIC HALL ASSOCIATION OF HONESDALE; INVESTMENT RELATED: NO; ADDRESS: 112 9TH STREET HONESDALE, PA 18431; NATURE OF BUSINESS: NON PROFIT; START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: IN CHARGE OF FINANCIAL DUTIES OF THE ORGANIZATION, DUAL SIGNER FOR ALL CHECKS;

Exams

• S66 Uniform Combined State Law Examination
  2016-08-26
• S63 Uniform Securities Agent State Law Examination
  2010-06-12