Raymond James & Associates
45yrs
Top advisor by experience in Vancouver
4yrs
Jerod Patterson
Financial advisor at Allworth Financial
Jerod Patterson has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Vancouver, Washington. After a year at Arbor Point Advisors, Jerod joined Allworth Financial in 2024, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, flat fees, and performance-based fees.
One of 513 advisors with offices in Vancouver, and one of 489 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1111 Main St Suite 700, Vancouver, WA 98660
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1.12 million
Advisors at the firm319
States licensed ?1 state
Services through Allworth Financial
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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
- Nov 2024 – nowAllworth Financial, L.P.Current firm
- Mar 2024 – Nov 2024Arbor Point AdvisorsPreviously
Contact Jerod
(916) 482-2196Firm headquarters in Folsom, CA. Ask for Jerod. 1111 Main St Suite 700Vancouver, WA 98660Office · Get directions Firm websiteallworthfinancial.com
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Questions to ask Jerod
Tailored to Jerod’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Jerod
How do I contact Jerod?
Call Allworth Financial at (916) 482-2196 and ask for Jerod Patterson. Jerod works from the Vancouver, WA office.
How long has Jerod been a financial advisor?
Jerod has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Jerod hold?
Series 66. Tap any license on this page to see what it allows.
Is Jerod a fiduciary?
Jerod is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jerod paid?
Allworth Financial reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Jerod 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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