Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
32yrs
Ron Patrick is a fiduciary financial advisor in Jacksonville, Florida, with 32 years in the industry. Ron joined Merrill in 1996, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 5% by experience in Jacksonville
Office50 N Laura St, Jacksonville, FL 32202
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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
- 1996 – nowMerrillCurrent firm
Contact Ron
(800) 637-7455Firm headquarters in New York, NY. Ask for Ron. 50 N Laura StJacksonville, FL 32202Office · Get directions
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Questions to ask Ron
Tailored to Ron’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?
- 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 Ron
How do I contact Ron?
Call Merrill at (800) 637-7455 and ask for Ron Patrick. Ron works from the Jacksonville, FL office.
How long has Ron been a financial advisor?
Ron has been in the industry since 1994, about 32 years. Top 5% by experience in Jacksonville.
What licenses does Ron hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ron a fiduciary?
Ron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ron paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Ron 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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