Timothy David Patterson

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:

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

Current Employers

Employment History

• 05/1991 → Present
  Edward D. Jones & Co., L.P.
  Simsbury, CT

Other Businesses

Gadd Brook Rental Property Type of business: Vacation property Airbnb Gadd Brook, Warren, VT Start date: 1/2/2020 Owner Hours per week: 0 Hours during trading: 0 Desc: This is a second home that we rent on Airbnb from time to time. I spend very little time on getting the property ready for the renters. We only rent about 5 days during the year. We have one family that rents from us. I probably spend about 15 hours a year on cleaning.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-08-29

Designations

• Certified Financial Planner

Other Names

• Timothy David Patterson