State Farm Investment Management
24yrs
Top advisor by experience in La Porte
9yrs
Patrick Spence is a fiduciary financial advisor in La Porte, Indiana, with 9 years in the industry. Patrick joined Edward Jones in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 10 advisors with offices in La Porte, and one of 10 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office717 Michigan Avenue Suite 102, La Porte, IN 46350
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.
Series 66Uniform Combined State Law Examination
Career
- 2018 – 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Edward Jones at 314-515-2000 and ask for Patrick Spence. Patrick works from the La Porte, IN office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Patrick hold?
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.
Other advisors nearby
Edward Jones
22yrs
Top 18% by experience at Edward Jones
Edward Jones
15yrs
More experience than 70% of advisors in La Porte
Edward Jones
14yrs
More experience than 64% of advisors at Edward Jones
PNC Wealth Management
14yrs
More experience than 50% of advisors in La Porte
Edward Jones
13yrs
More experience than 59% of advisors at Edward Jones