Wells Fargo Advisors
41yrs
Top advisor by experience in Davie
29yrs
Jack Patterson
Financial advisor at Patterson Investments
Jack Patterson is a fiduciary financial advisor in Davie, Florida, with 29 years in the industry. Jack joined Patterson Investments in 2025, after less than a year at Raymond James Financial Services Advisors and four years at Raymond James Financial Services. Jack holds the CFP® designation.
One of 44 advisors with offices in Davie, and one of 35 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office4801 S University Drive Suite 219, Davie, FL 33328
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$684,263
States licensed ?1 state
Services through Patterson Investments
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingEducational 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.
Career
- Dec 2025 – nowPatterson Investments, Inc.Current firm
- Oct 2009 – Dec 2009
- 2005 – 2009Raymond James Financial Services, Inc.Previously
- Nov 2001 – Jul 2003Wells Fargo Clearing Services, LLCPreviously
Contact Jack
(305) 648-3080Patterson Investments main office 4801 S University Drive Suite 219Davie, FL 33328Office · Get directions Firm websiteHTTP://WWW.PATTERSONADVISORS.COM
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Questions to ask Jack
Tailored to Jack’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jack
How do I contact Jack?
Call Patterson Investments at (305) 648-3080 and ask for Jack Patterson. Jack works from the Davie, FL office.
How long has Jack been a financial advisor?
Jack has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
What licenses does Jack hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Patterson Investments reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jack 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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