Patrick Daniel Tessier

Employer firm

Amj Financial Wealth Management LLC CRD 162878

$482M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2023 → Present
  Amj Financial
  Leesburg, VA
• 06/2022 → 08/2022
  United Western Group
  Washington, DC
• 06/2021 → 08/2021
  Marathon Ts
  Sterling, VA
• 06/2020 → 08/2020
  Swiftglass
  Elmira, NY
• 08/2018 → 05/2022
  James Madison University
  Harrisonburg, VA
• 09/2022 → 01/2023
  Unemployed
  Sterling, VA
• 09/2013 → 05/2020
  Unemployed Minor
  Sterling, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-19