Morgan Stanley
45yrs
Top advisor by experience in San Rafael
20yrs
Patrick Bell
Financial advisor at Edward Jones
Patrick Bell has worked in the financial industry for 20 years and is a fiduciary financial advisor based in San Rafael, California. Patrick has been with Edward Jones since 2019; before that, Patrick spent three years at Merrill. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 427 advisors with offices in San Rafael, and one of 363 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?Top 22% by experience at Edward Jones
Office1121 4th Street, San Rafael, CA 94901
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowEdward JonesCurrent firm
- 2011 – 2013MerrillPreviously
Contact Patrick
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Patrick. 1121 4th StreetSan Rafael, CA 94901Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Edward Jones at (314) 515-2000 and ask for Patrick Bell. Patrick works from the San Rafael, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2007, about 20 years. Top 22% by experience at Edward Jones.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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