Weston Paul Patton

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2016 → 06/2018
  Edward Jones
  St Louis, MO
• 06/2018 → 07/2019
  Fmb Retirement Services Inc.
  Westlake Village, CA
• 06/2018 → 07/2019
  Fmb Wealth Management Inc.
  Westlake Village, CA
• 07/2019 → Present
  Mission Wealth Management, Lp
  Westlake Village, CA

Previous Registrations

• 2018-06-27 → 2019-07-16
  Fmb Wealth Management
  Westlake Village, CA
• 2018-06-27 → 2019-07-16
  Fmb Retirement Services
  Westlake Village, CA
• 2016-05-25 → 2018-06-12
  Edward Jones
  Tempe, AZ
  Agoura Hills, CA
  St Louis, MO
  Westlake Village, CA

Exams

• S66 Uniform Combined State Law Examination
  2016-05-23

Designations

• Certified Financial Planner