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Patricia Anne Watson

Baker Ellis Asset Management LLC

Vancouver, WA

CRD 6802364

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Employer firm

Baker Ellis Asset Management LLC CRD 121802

$1.05B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Baker Ellis Asset Management Llc

805 Broadway St. Suite 400, Vancouver, WA 98660 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-08-21
OR RA APPROVED 2019-09-24
  • WA RA
    APPROVED
    Since 2023-08-21
  • OR RA
    APPROVED
    Since 2019-09-24

Branch Locations

805 Broadway St. Suite 400, Vancouver, WA 98660 • 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
Baker Ellis Asset Management, Llc Portland OR 06/2018 01/2021
Reed College Admission Office Portland OR 08/2014 05/2018
Baker Ellis Asset Management, Llc Vancouver WA 01/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-24
  • S65 Uniform Investment Adviser Law Examination
    2019-09-24
Other Names
  • Patricia Watson

View on SEC IAPD

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