Best Investors Account Sign in

Patrick Erhart

J.P. Morgan Securities LLC

Westlake Village, CA

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-16
TX RA APPROVED_RES 2024-05-16
  • CA RA
    APPROVED
    Since 2024-05-16
  • TX RA
    APPROVED_RES
    Since 2024-05-16

Branch Locations

2931 Townsgate Road, Westlake Village, CA 91361 • 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
Mass Mutual Life Insurance Company Los Ageles CA 09/2013 08/2018
Mml Investors Services Los Angeles CA 05/2016 08/2018
Lenox Advisors, Inc Los Angeles CA 09/2013 08/2018
First Republic Investment Management, Inc Los Angeles CA 08/2018 Present
First Republic Securities Company, Llc Los Angeles CA 08/2018 09/2023
J.P. Morgan Securities Llc Los Angeles CA 09/2023 Present
Jp Morgan Chase Bank, N.A. Los Angeles CA 10/2023 Present
  • 09/2013 → 08/2018
    Mass Mutual Life Insurance Company
    Los Ageles, CA
  • 05/2016 → 08/2018
    Mml Investors Services
    Los Angeles, CA
  • 09/2013 → 08/2018
    Lenox Advisors, Inc
    Los Angeles, CA
  • 08/2018 → Present
    First Republic Investment Management, Inc
    Los Angeles, CA
  • 08/2018 → 09/2023
    First Republic Securities Company, Llc
    Los Angeles, CA
  • 09/2023 → Present
    J.P. Morgan Securities Llc
    Los Angeles, CA
  • 10/2023 → Present
    Jp Morgan Chase Bank, N.A.
    Los Angeles, CA
Previous Registrations
  • 2019-05-20 → 2025-03-20
    J.P. Morgan Private Wealth Advisors Llc
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-20
  • S66 Uniform Combined State Law Examination
    2019-05-20
Other Names
  • Patrick Loren Erhart
  • Patrick Loren Erhart

View on SEC IAPD

Other Firms

MANCHESTER FINANCIAL INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
RKS MANAGEMENT, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES

Other Investors

Seth Christian Catanese
FRANKLIN SCHENECK WHITEHOUSE
LAURA JO Navarro
STEVEN MICHAEL REZZELLE
STEVEN SCOTT
MARIO VALVERDE
JANIKA DOMINGO
MARK WEIDERMAN

Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
LPL FINANCIAL LLC · WESTLAKE VILLAGE, CA
MML INVESTORS SERVICES, LLC · WESTLAKE VILLAGE, CA
EDWARD JONES · Westlake Village, CA

More in Westlake Village, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor