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Jenna Patterson

Sackett Wealth Advisors, Inc.

Brea, CA

CRD 8166865

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Employer firm

Sackett Wealth Advisors, Inc. CRD 289950

$212M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • FINANCIAL CONSULTING

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

Current Employers
Sackett Wealth Advisors, Inc.

915 W. Imperial Highway, Suite 160, Brea, CA 92821 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-02
  • CA RA
    APPROVED
    Since 2025-10-02

Branch Locations

915 W. Imperial Highway, Suite 160, Brea, CA 92821 • 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
Sackett Wealth Advisors, Inc. Brea CA 05/2022 Present
Undergraduate Education Orange CA 05/2016 05/2022
Post Secondary Education Orange CA 09/2015 05/2016
  • 05/2022 → Present
    Sackett Wealth Advisors, Inc.
    Brea, CA
  • 05/2016 → 05/2022
    Undergraduate Education
    Orange, CA
  • 09/2015 → 05/2016
    Post Secondary Education
    Orange, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-01
  • S65 Uniform Investment Adviser Law Examination
    2025-10-01

View on SEC IAPD

Nearby Firms

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MORGAN STANLEY
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Nearby Investors

RICK RONALD EMMETT
WEST ALAN COHAN
HUAN-BIN ERIC LEE

Nearby Offices

INVESTLINC WEALTH SERVICES · BREA, CA
MORGAN STANLEY · Brea, CA
LPL FINANCIAL LLC · BREA, CA

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