Jack William Patterson

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2023 → 11/2024
  Pruco Securities Llc
  San Diego, CA
• 06/2021 → 08/2023
  University Accounting & Reporting Fiscal Services - Cal Poly Slo
  San Luis Obispo, CA
• 06/2021 → 09/2021
  Big Al'S At The Beach
  Avila Beach, CA
• 01/2020 → 03/2020
  Associated Students Incorporated - Cal Poly Slo
  San Luis Obispo, CA
• 09/2019 → 06/2023
  California Polytechnic State University
  San Luis Obispo, CA
• 09/2014 → 06/2019
  Francis Parker Upper School
  San Diego, CA
• 09/2023 → 10/2023
  N/A
  San Diego, CA
• 07/2019 → 08/2019
  N/A
  San Diego, CA
• 07/2020 → 08/2020
  N/A
  San Diego, CA
• 03/2024 → Present
  The Prudential Insurance Company Of America
  San Diego, CA
• 11/2024 → Present
  Lpl Enterprise, Llc
  San Diego, CA

Previous Registrations

• 2024-02-23 → 2024-11-14
  Pruco Securities, Llc.
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-02-23

Other Names

• Jack Patterson
• Soni