Jack Harris Patterson

Current Employers

Employment History

• 01/2018 → 05/2019
  Wp Carey School Of Business
  Tempe, AZ
• 03/2009 → 05/2021
  Student
  Chandler, AZ
• 05/2018 → 09/2018
  Education At Work
  Tempe, AZ
• 05/2019 → 06/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 05/2021 → 06/2023
  Northwestern Mutual Investment Services Llc
  Phoenix, AZ
• 05/2022 → 06/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2022 → 06/2023
  Tyler Chatham
  Phoenix, AZ
• 07/2022 → 06/2023
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2023 → 01/2025
  Dimensional Fund Advisors
  Austin, TX
• 01/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2023-09-06 → 2025-01-06
  Dimensional Fund Advisors Lp
  Austin, TX

Other Businesses

1. EPIC INTERNATIONAL, 14861 N Scottsdale Rd, #115, Scottsdale AZ 85254, 01/2025, Hired staff, 1099, NIR, 40 HR/MO, 32 HR/MO TRADING. 2. SUMMIT FINANCIAL SOLUTIONS, 430 W. Warner Road, Suite 123, Tempe AZ 85284, 01/2025, Paid by Steve James through James Family Investment Services, Inc. , Using a Trade Name / DBA, INV REL, 120 HR/MO, 120 HR/MO TRADING. 3. PJ ADVISOR GROUP, 430 W. Warner Road, Suite 123, Tempe AZ 85284, 01/2025, Paid by Steve James through James Family Investment Services, Inc. , Using a Trade Name / DBA, INV REL, 120 HR/MO, 120 HR/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, 01/2025, IA, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO- 80 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-30
• S63 Uniform Securities Agent State Law Examination
  2022-01-29

Designations

Other Names

• Jack Harris Patterson