Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
36yrs
Patrick Sweeney
Financial advisor at J.p. Morgan Securities
Patrick Sweeney is a fiduciary financial advisor in Irvine, California, with 36 years in the industry. Patrick joined J.p. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 1% by experience at J.p. Morgan Securities
Office3 Park Plaza, Floor 08, Irvine, CA 92614
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.p. Morgan Securities
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
- 2024 – nowJ.p. Morgan Securities LLCCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 J.p. Morgan Securities at 800-999-2000 and ask for Patrick Sweeney. Patrick works from the Irvine, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1990, about 36 years. Top 1% by experience at J.p. Morgan Securities.
What licenses does Patrick hold?
Series 63, Series 65, 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?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, 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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