State Farm Investment Management
25yrs
Top advisor by experience in Mount Pleasant
14yrs
Based in Mount Pleasant, Texas, David Patterson is a fiduciary financial advisor with 14 years of industry experience. David joined Edward Jones in 2013, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 14 advisors with offices in Mount Pleasant, and one of 13 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 63% of advisors at Edward Jones
Office1606 Shadywood Ln, Mount Pleasant, TX 75455
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
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.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowEdward JonesCurrent firm
Contact David
Local office(903) 575-1020Ask for David. (314) 515-2000Main office · St. Louis, MO 1606 Shadywood LnMount Pleasant, TX 75455Office · Get directions
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Questions to ask David
Tailored to David’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 David
How do I contact David?
Call David’s local office at (903) 575-1020 or the Edward Jones main office at (314) 515-2000, and ask for David Patterson.
How long has David been a financial advisor?
David has been in the industry since 2013, about 14 years. More experience than 63% of advisors at Edward Jones.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask David 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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