Merrill
47yrs
Top advisor by experience in Cincinnati
20yrs
Patrick Dolle
Financial advisor at J.P. Morgan Securities
Patrick Dolle has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Cincinnati, Ohio. Patrick joined J.P. Morgan Securities in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?Top 20% by experience at J.P. Morgan Securities
Office8044 Montgomery Rd Floor 02, Cincinnati, OH 45236
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
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- 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 Dolle. Patrick works from the Cincinnati, OH office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2007, about 20 years. Top 20% 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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8044 Montgomery Road, Suite. 10 The Towers At Kenwood
Cincinnati, OH 45236
Cincinnati, OH 45236
Top 1% by experience in Cincinnati