Patrick Michael Surdy

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

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:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-24
TX	RA	APPROVED_RES	2020-10-30
OH	RA	APPROVED	2016-04-23

FL RA
APPROVED

Since 2025-12-24
TX RA
APPROVED_RES

Since 2020-10-30
OH RA
APPROVED

Since 2016-04-23

Branch Locations

Marco Island, FL • United States

1522 E Perkins Ave Suite F, Sandusky, OH 44870 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	01/2016	Present

01/2016 → Present

Edward Jones

St Louis, MO

Other Businesses

Siegfried Family Foundation Type of business: Private Foundation Avon Lake, OH Start date: 11/28/2000 Trustee/Vice President Hours per week: 0 Hours during trading: 0 Trustee and Vice President of the Siegfried Family Foundation Riverstone Acres, LLC Type of business: Boat ownership with my brother Bay Village, OH Start date: 5/19/2025 50% Member Hours per week: 0 Hours during trading: 0 My brother, Shawn Surdy, and I bought a boat and set up the Riverstone Acres, LLC to own the boat

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-03-01

S66 Uniform Combined State Law Examination

2016-03-01

Designations

Certified Financial Planner

View on SEC IAPD