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Jacob Lawrence Barber

Patton Albertson Miller Group, LLC

Chattanooga, TN

CRD 8080479

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Employer firm

Patton Albertson Miller Group, LLC CRD 281558

$1.68B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • CONSULTING AND SUB ADVISORY SERVICES, CASH MANAGEMENT SOLUTIONS

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

Current Employers
Patton Albertson Miller Group, Llc

605 Chestnut Street Suite 900, Chattanooga, TN 37450 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-04-21
  • TN RA
    APPROVED
    Since 2025-04-21

Branch Locations

605 Chestnut Street Suite 900, Chattanooga, TN 37450 • 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
OrganizationCityStateFromTo
Patton Albertson Miller Group Llc Chattanooga TN 03/2023 Present
Whiskey Cowgirl Chattanooga TN 09/2021 07/2023
State Of Confusion Chattanooga TN 05/2020 09/2021
El Metate Chattanooga TN 09/2019 03/2020
Olive Garden Hixson TN 08/2011 09/2019
  • 03/2023 → Present
    Chattanooga, TN
  • 09/2021 → 07/2023
    Whiskey Cowgirl
    Chattanooga, TN
  • 05/2020 → 09/2021
    State Of Confusion
    Chattanooga, TN
  • 09/2019 → 03/2020
    El Metate
    Chattanooga, TN
  • 08/2011 → 09/2019
    Olive Garden
    Hixson, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-28
  • S65 Uniform Investment Adviser Law Examination
    2025-02-28

View on SEC IAPD

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