Patrick M Spence

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

• 08/2017 → Present
  Edward Jones
  St Louis, MO
• 08/2014 → 07/2017
  1St Source Bank
  La Porte, IN

Other Businesses

Spence Holdings, LLC Type of business: Commercial Rental La Porte, IN Start date: 5/1/2017 Partner Hours per week: 0 Hours during trading: 0 Help maintain property. P3 Spence Properties, LLC Type of business: Real Estate La Porte, IN Start date: 1/10/2022 Owner Hours per week: 2 Hours during trading: 0 Pay Bills and Landscape Spence Farm Type of business: Farming Walkerton, IN Start date: 9/29/2022 Owner Hours per week: 10 Hours during trading: 0 I will feed, breed, farrow pigs. We also bale hay for our livestock. La Porte Bulls Baseball Type of business: Travel Baseball Walkerton, IN Start date: 10/3/2024 President Hours per week: 1 Hours during trading: 0 Coach youth

Exams

• S66 Uniform Combined State Law Examination
  2018-02-23

Other Names

• Patrick Matthew Spence