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Jerod Patterson

Allworth Financial, L.P.

Vancouver, WA

Folsom, CA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-11-07
  • WA RA
    APPROVED
    Since 2024-11-07

Branch Locations

1111 Main St Suite 700, Vancouver, WA 98660 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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
Securities America, Inc. Vancouver WA 01/2022 06/2024
Boise Cascade Co Lake Oswego OR 04/2015 03/2023
Osaic Wealth, Inc. Vancouver WA 06/2024 10/2024
Allworth Financial Vancouver WA 11/2024 Present
Aw Securities Vancouver WA 11/2024 Present
  • 01/2022 → 06/2024
    Securities America, Inc.
    Vancouver, WA
  • 04/2015 → 03/2023
    Boise Cascade Co
    Lake Oswego, OR
  • 06/2024 → 10/2024
    Osaic Wealth, Inc.
    Vancouver, WA
  • 11/2024 → Present
    Allworth Financial
    Vancouver, WA
  • 11/2024 → Present
    Aw Securities
    Vancouver, WA
Previous Registrations
  • 2024-03-08 → 2024-11-05
    Arbor Point Advisors
    Vancouver, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-21
  • S66 Uniform Combined State Law Examination
    2022-08-21
Other Names
  • Jerod Charles Patterson

View on SEC IAPD

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ONEAMERICA SECURITIES, INC.

Other Investors

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JASON P BLANCHARD
Ethan Thomas Blanchard
Eric Schwartz
Matthew C Stroder
SHENA QUEN BARTLETT
JEFFREY SCOTT LUKOWIAK
Brian Jennings Harmon

Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA

More in Vancouver, WA

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