Merrill
46yrs
Top advisor by experience in Leesburg
3yrs
Patrick Tessier
Full name on record: Patrick Daniel Tessier
Financial advisor at AMJ Financial Wealth Management
Based in Leesburg, Virginia, Patrick Tessier is a fiduciary financial advisor with 3 years of industry experience. Patrick has been with AMJ Financial Wealth Management since 2024. AMJ Financial Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 161 advisors with offices in Leesburg, and one of 152 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office44160 Scholar Plaza Suite 490, Leesburg, VA 20176
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.01 million
Advisors at the firm17
States licensed ?1 state
Services through AMJ Financial Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowAMJ Financial Wealth Management LLCCurrent firm
Contact Patrick
(703) 466-0477AMJ Financial Wealth Management main office 44160 Scholar Plaza Suite 490Leesburg, VA 20176Office · Get directions LinkedIn pageAMJ Financial Wealth Management
Is 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.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 AMJ Financial Wealth Management at (703) 466-0477 and ask for Patrick Tessier. Patrick works from the Leesburg, VA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Patrick hold?
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?
AMJ Financial Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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
Merrill
46yrs
Top 1% by experience in Virginia
Centaurus Financial
45yrs
Top 1% by experience in Virginia
Osaic Wealth
43yrs
Top 2% by experience in Leesburg
Centaurus Financial
43yrs
Top 2% by experience in Virginia
Reye Partners Asset Management
43yrs
Top 2% by experience in Virginia