LPL Financial
39yrs
Top advisor by experience in Penfield
12yrs
Patrick Caufield has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Penfield, New York. Patrick has been with Edward Jones since 2021. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 25 advisors with offices in Penfield, and one of 21 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 55% of advisors at Edward Jones
Office2160 Penfield Road Suite 8, Penfield, NY 14526
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 ?2 states
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.
Career
- 2021 – nowEdward JonesCurrent 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 Edward Jones at 314-515-2000 and ask for Patrick Caufield. Patrick works from the Penfield, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2015, about 12 years. More experience than 55% of advisors at Edward Jones.
What licenses does Patrick hold?
Series 63, 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?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, 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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