UBS Financial Services
47yrs
Top advisor by experience in Pasadena
13yrs
James Patrick
Full name on record: James Robert Patrick
Financial advisor at Robert L. Bender, Inc. DBA Robert Bender & Associates
Based in Pasadena, California, James Patrick is a fiduciary financial advisor with 13 years of industry experience. James joined Robert L. Bender, Inc. DBA Robert Bender & Associates in 2025, a firm offering investment management. The firm is paid through a percentage of assets.
One of 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office199 S. Los Robles Avenue Suite 530, Pasadena, CA 91101
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.48 million
Advisors at the firm2
States licensed ?1 state
Services through Robert L. Bender, Inc. DBA Robert Bender & Associates
Investment management for individuals and small businesses
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
- Jun 2025 – now
Contact James
(626) 397-9072Robert L. Bender, Inc. DBA Robert Bender & Associates main office 199 S. Los Robles Avenue Suite 530Pasadena, CA 91101Office · Get directions Firm websiteHTTP://WWW.ROBERTBENDER.COM
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Questions to ask James
Tailored to James’s registration and firm.
- 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 James
How do I contact James?
Call Robert L. Bender, Inc. DBA Robert Bender & Associates at (626) 397-9072 and ask for James Patrick. James works from the Pasadena, CA office.
How long has James been a financial advisor?
James has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Robert L. Bender, Inc. DBA Robert Bender & Associates reports being paid by a percentage of the assets they manage. Ask James 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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