ChooseAFinancialAdvisor.com
Advisors / Pennsylvania / Bryn Mawr
34yrs

John Patterson

Financial advisor at Ameriprise Financial Services

John Patterson is a financial advisor in Bryn Mawr, Pennsylvania, with 34 years in the industry. John joined Ameriprise Financial Services in 2026, after a year at LPL Financial and six years at IC Advisory Services. John holds the CFP® designation.

One of 53 advisors with offices in Bryn Mawr.

Bryn Mawr, PA 19010CFP®Top 9% by experience nationwide

At a glance

Experience34 years (since 1992)
How that compares ?Top 9% by experience nationwide
Office14 Elliott Ave Suite 8, Bryn Mawr, PA 19010
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state

Services through Ameriprise Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. Aug 2026 – now
  2. Mar 2025 – Aug 2026
  3. 2019 – 2025
    IC Advisory Services, Inc.Previously
  4. 2007 – 2019
    World Investments, LLCPreviously

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About John

How do I contact John?

Call Ameriprise Financial Services at (612) 671-3131 and ask for John Patterson. John works from the Bryn Mawr, PA office.

How long has John been a financial advisor?

John has been in the industry since 1992, about 34 years. Top 9% by experience nationwide.

What licenses does John hold?

Series 63. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is John paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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.

Other advisors nearby

Janney Montgomery Scott
46yrs
William Mastalski
Financial advisor
40 Morris Avenue Suite 200
Bryn Mawr, PA 19010
Top advisor by experience in Bryn Mawr
CFP®
Call Directions
Janney Montgomery Scott
45yrs
Robert Eberly
Financial advisor
40 Morris Avenue Suite 200
Bryn Mawr, PA 19010
Top 1% by experience in Pennsylvania
PlanningInvesting
Call Directions
Janney Montgomery Scott
42yrs
Andrew Nehrbas
Financial advisor
40 Morris Avenue Suite 200
Bryn Mawr, PA 19010
Top 2% by experience nationwide
PlanningInvesting
Call Directions
Janney Montgomery Scott
42yrs
Charles Collings
Financial advisor
40 Morris Avenue Suite 200
Bryn Mawr, PA 19010
Top 2% by experience nationwide
PlanningInvesting
Call Directions
Janney Montgomery Scott
42yrs
David Penn
Financial advisor
40 Morris Avenue Suite 200
Bryn Mawr, PA 19010
Top 2% by experience nationwide
CFAFiduciary
Call Directions
Janney Montgomery Scott
41yrs
Margaret Hardesty
Financial advisor
40 Morris Avenue Suite 200
Bryn Mawr, PA 19010
Top 3% by experience nationwide
PlanningInvesting
Call Directions

See all advisors near Bryn Mawr