Cetera Investment Advisers
35yrs
Top 8% by experience nationwide
30yrs
Jonathan Patterson
Full name on record: Jonathan Eugene Patterson
Financial advisor at U.S. Bancorp Advisors
Jonathan Patterson has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Chicago Heights, Illinois. After two years at U.S. Bancorp Investments and two years at Wintrust Investments, Jonathan joined U.S. Bancorp Advisors in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 4 advisors with offices in Chicago Heights, and one of 4 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 10% by experience at U.S. Bancorp Advisors
OfficeChicago Heights, IL
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$519,191
Advisors at the firm1,158
States licensed ?1 state
Services through U.S. Bancorp Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing 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
- Feb 2026 – nowU.S. Bancorp Advisors, LLCCurrent firm
- May 2024 – Feb 2026U.S. Bancorp Investments, Inc.Previously
- Jul 2022 – May 2024Wintrust Investments LLCPreviously
- 2019 – 2022Fifth Third Securities, Inc.Previously
- 2015 – 2019Cetera Investment Advisers LLCPreviously
- 2010 – 2015U.S. Bancorp Investments, Inc.Previously
- 2007 – 2010Fifth Third Securities, Inc.Previously
- 2003 – 2007Lasalle Financial Services, Inc.Previously
Contact Jonathan
(800) 888-4700Firm headquarters in Saint Paul, MN. Ask for Jonathan. Chicago Heights, ILOffice · Get directions Firm websitewww.usbank.com/wealth-management.htmlIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonathan
Tailored to Jonathan’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 Jonathan
How do I contact Jonathan?
Call U.S. Bancorp Advisors at (800) 888-4700 and ask for Jonathan Patterson. Jonathan works from the Chicago Heights, IL office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1996, about 30 years. Top 10% by experience at U.S. Bancorp Advisors.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
U.S. Bancorp Advisors reports being paid by a percentage of the assets they manage, other fees. Ask Jonathan 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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