A.G.p / Alliance Global Partners
47yrs
Top advisor by experience in Holmdel
3yrs
Jack Patach
Financial advisor at Ameriprise Financial Services
Jack Patach has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Holmdel, New Jersey. Jack joined Ameriprise Financial Services in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Ameriprise Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 135 advisors with offices in Holmdel, and one of 121 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office101 Crawfords Corner Rd Suite 1311, Holmdel, NJ 07733
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
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
- 2023 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Jack
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Jack. 101 Crawfords Corner Rd Suite 1311Holmdel, NJ 07733Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Jack
Tailored to Jack’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 Jack
How do I contact Jack?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Jack Patach. Jack works from the Holmdel, NJ office.
How long has Jack been a financial advisor?
Jack has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Jack hold?
Series 66. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jack 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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