Advantage Financial Consultants
40yrs
Top advisor by experience in Camarillo
11yrs
Patrick Reed
Financial advisor at J.P. Morgan Securities
Patrick Reed has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Camarillo, California. Patrick has been with J.P. Morgan Securities since 2024; before that, Patrick spent seven years at J.P. Morgan Private Wealth Advisors and a year at One TO One. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 94 advisors with offices in Camarillo, and one of 80 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?More experience than 53% of advisors at J.P. Morgan Securities
OfficeCamarillo, CA
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
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
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- 2018 – 2025J.P. Morgan Private Wealth Advisors LLCPreviously
- Mar 2017 – Feb 2018One TO One, LLCPreviously
- Mar 2016 – Feb 2018TFO Wealth PartnersPreviously
Contact Patrick
(800) 999-2000Firm headquarters in New York, NY. Ask for Patrick. Camarillo, CAOffice · Get directions Firm websitewealthpartners.jpmorgan.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Patrick Reed. Patrick works from the Camarillo, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2016, about 11 years. More experience than 53% of advisors at J.P. Morgan Securities.
What licenses does Patrick hold?
Series 63, Series 65. 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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