Jeremiah Eli Patterson

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2009 → 09/2019
  Copelin Financial
  Sugarland, TX
• 07/2009 → 02/2025
  Concourse Financial Group Securities Inc
  Sugar Land, TX
• 08/2014 → 01/2020
  Harvest Investment Services, Llc
  Sugar Land, TX
• 08/2019 → Present
  (Dba) Sugar Land Financial Advisors
  Sugar Land, TX
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Sugar Land, TX
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2009-07-13 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Sugar Land, TX
  Birmingham, AL
• 2014-08-25 → 2020-01-15
  Harvest Investment Services, Llc
  Sugar Land, TX
• 2007-02-05 → 2009-07-02
  Kestra Investment Services, Llc
  Austin, TX
  Austin, TX
• 2006-06-30 → 2007-01-10
  Ameriprise Financial Services, Llc
  Houston, TX

Other Businesses

(dba) SUGAR LAND FINANCIAL ADVISORS; Investment Related; 514 Brooks Street, Sugar Land, TX 77478; Insurance and Financial Services; Producer/Planner; Start Date 12/2013; 5 hours per month; Financial planning and insurance services. >> NOTARY; Non-Investment Related; 514 Brooks Street, Sugar Land, TX 77478; Other; Notary; Start Date 10/2019; 1 hour per month; Occasionally notarize documents for clients - I do not charge a fee for this service.

Exams

• S66 Uniform Combined State Law Examination
  2006-06-29

Designations

• Certified Financial Planner