Csenge Advisory Group
42yrs
Top advisor by experience in Clarksville
3yrs
Patrick Herbert has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Clarksville, Maryland. Patrick joined Edward Jones in 2023, 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 18 advisors with offices in Clarksville, and one of 18 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeClarksville, MD
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 ?1 state
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
- 2023 – nowEdward JonesCurrent firm
Contact Patrick
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Patrick. Clarksville, MDOffice · Get directionsIs 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.
- 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 Herbert. Patrick works from the Clarksville, MD office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2023, about 3 years. 3 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
Malnik Wealth Management
34yrs
Top 9% by experience in Maryland
Composition Wealth
32yrs
Top 14% by experience in Maryland
Strategic Advisers
25yrs
Top 8% by experience at Strategic Advisers
Strategic Advisers
23yrs
Top 9% by experience at Strategic Advisers
Free State Financial Planning
22yrs
More experience than 67% of advisors in Clarksville