Edward Jones
23yrs
Top advisor by experience in Niwot
2yrs
Based in Niwot, Colorado, Patrick Sullivan is a fiduciary financial advisor with 2 years of industry experience. Patrick has been with Edward Jones since 2025. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 6 advisors with offices in Niwot, and one of 6 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office6964 N 79th St Suite 1, Niwot, CO 80503
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
- Mar 2025 – nowEdward JonesCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Sullivan. Patrick works from the Niwot, CO office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2025, about 2 years. 2 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
Ryerson Financial
19yrs
More experience than 67% of advisors in Niwot
Strategic Advisers
13yrs
More experience than 69% of advisors at Strategic Advisers
LPL Financial
10yrs
10 years in the industry
Classic Financial & Investment Services
3yrs
3 years in the industry