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Jeffrey M Patten

Edward Jones

Palmetto, FL

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-31
  • FL RA
    APPROVED
    Since 2026-07-31

Branch Locations

324 8Th Ave W Suite 105, Palmetto, FL 34221-0000 • 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
Edward Jones St. Louis MO 05/2026 Present
Unemployed Parrish FL 01/2026 05/2026
Bmo Harris Bank Barrington IL 02/2017 12/2018
Fifth Third Bank Naperville IL 06/2015 02/2017
Truist Bank Bradenton FL 02/2019 08/2024
Walser Wealth Management Company Tampa FL 08/2024 03/2025
Unemployed Parrish FL 04/2025 06/2025
Oxford Wealth Group Orlando FL 06/2025 01/2026
  • 05/2026 → Present
    Edward Jones
    St. Louis, MO
  • 01/2026 → 05/2026
    Unemployed
    Parrish, FL
  • 02/2017 → 12/2018
    Bmo Harris Bank
    Barrington, IL
  • 06/2015 → 02/2017
    Fifth Third Bank
    Naperville, IL
  • 02/2019 → 08/2024
    Truist Bank
    Bradenton, FL
  • 08/2024 → 03/2025
    Walser Wealth Management Company
    Tampa, FL
  • 04/2025 → 06/2025
    Unemployed
    Parrish, FL
  • 06/2025 → 01/2026
    Oxford Wealth Group
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-24
S63 Uniform Securities Agent State Law Examination 2017-06-28
  • S65 Uniform Investment Adviser Law Examination
    2020-02-24
  • S63 Uniform Securities Agent State Law Examination
    2017-06-28
Other Names
  • Jeffrey M Patten
  • Jeff M Patten
  • Jeff Patten
  • Jeffrey Matthew Patten

View on SEC IAPD

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Other Offices

USAA INVESTMENT SERVICES COMPANY · TAMPA, FL
EDWARD JONES · Tampa, FL
TRANSAMERICA FINANCIAL ADVISORS, LLC · TAMPA, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Tampa, FL
AMERITY WEALTH MANAGEMENT, LLC · Tampa, FL
DIGITAL ASCENSION GROUP - WEALTH · Riverview, FL
PLANMEMBER SECURITIES CORPORATION · BRANDON, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BRANDON, FL

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