Osaic Wealth
34yrs
Top advisor by experience in Oak Ridge
8yrs
Robert Patrick is a fiduciary financial advisor in Oak Ridge, Tennessee, with 8 years in the industry. Robert joined Edward Jones in 2018, 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 25 advisors with offices in Oak Ridge, and one of 20 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office40 New York Ave Suite 100, Oak Ridge, TN 37830
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
Contact Robert
Local office(865) 483-3923Ask for Robert. (314) 515-2000Main office · St. Louis, MO 40 New York Ave Suite 100Oak Ridge, TN 37830Office · Get directions
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Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call Robert’s local office at (865) 483-3923 or the Edward Jones main office at (314) 515-2000, and ask for Robert Patrick.
How long has Robert been a financial advisor?
Robert has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Robert 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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