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Patrick Curran Kolata

Edward Jones

Kewanee, IL

CRD 6161292

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-10
IL RA APPROVED 2013-09-30
  • TX RA
    APPROVED_RES
    Since 2018-12-10
  • IL RA
    APPROVED
    Since 2013-09-30

Branch Locations

401 Tenney Street Suite 101, Kewanee, IL 61443 • 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
Edward Jones St. Louis MO 02/2013 Present
Other Businesses

GK Discounts LLC Type of business: LLC Kewanee, IL Start date: 4/21/2022 Partner Hours per week: 0 Hours during trading: 0 none Rental Property Type of business: Short Term Rental Osage Beach, MO Start date: 9/4/2024 Owner Hours per week: 0 Hours during trading: 0 Desc: Collect rent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-11
  • S66 Uniform Combined State Law Examination
    2013-04-11
Designations
  • Certified Financial Planner
Other Names
  • Patrick Kolata

View on SEC IAPD

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