Haley Brooke Patterson

Employer firm

Aprio Wealth Management, LLC CRD 127333

$4.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 01/2019 → 05/2019
  Hamilton's On Magnolia
  Auburn, AL
• 06/2019 → 08/2019
  Hexagon Ppm
  Madison, AL
• 08/2019 → 05/2020
  Auburn University Office Of Academic Support
  Auburn, AL
• 07/2020 → 08/2020
  Goldman Sachs Ayco
  Atlanta, GA
• 06/2021 → 08/2022
  Goldman Sachs Ayco
  Atlanta, GA
• 08/2017 → 05/2021
  Auburn University
  Auburn, AL
• 05/2011 → 08/2017
  Unemployed
  Huntsville, AL
• 08/2022 → 04/2024
  J.P. Morgan Securities Llc
  Atlanta, GA
• 08/2022 → 04/2024
  Jpmorgan Chase Bank, N.A.
  Atlanta, GA
• 04/2024 → Present
  Aprio Wealth Management, Llc
  Atlanta, GA

Previous Registrations

• 2022-11-25 → 2024-04-18
  J.P. Morgan Securities Llc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2021-09-14 → 2022-09-23
  Goldman Sachs Wealth Services, L.P.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2021-08-27

Designations

• Certified Financial Planner

Other Names

• Haley B Hanson
• Haley Brooke Hanson
• Haley Hanson