Patrick Joseph Reeves

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2009 → 04/2023
  Argi Investment Services, Llc
  Louisville, KY
• 08/2003 → 01/2023
  Argi Financial Group
  Louisville, KY
• 04/2023 → Present
  Cerity Partners
  Louisville, KY

Previous Registrations

• 2010-01-08 → 2023-04-21
  Cerity Partners Ocio Llc
  New York, NY
• 2003-08-19 → 2013-05-31
  National Planning Corporation
  Louisville, KY
  Louisvile, KY

Other Businesses

Evolve 502, Not Inv. Related, Serve on the Board as well as Finance Subcommittee - Approx 15 hrs/month Courtside LLC, Not Inv Related, Partner - 0 time/month Louisville TKO - Not Inv Related, Co-founder of Charity Boxing Gym, 6-10 hours/month 310 Tempering - Not Inv. Related, Partner helping oversee strategic direction and help secure financing for operations - approx 40 hours/month Cypress RE, Not Inv. Related, Factory owner, 1-5 hours/month Owl Creek Country Club, Not Inv. Related, Board of Directors, 1-5 hours/month PJR Management, not Inv. Related, management of income - approximately 15 hours/month AJAE Private Equity, Inv. Related, Real estate and commercial rental helping mother - approximately 6-10 hours/month Ann Gipson ILIT, Inv. Related, Trustee for Mother's Trust, 6-10 hours/month

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-06-21

Designations

• Certified Financial Planner

Other Names

• Joe Reeves