Jack Patterson

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

2655 S Le Jeune Rd Ste 909, Coral Gables...

Phone Number

(305) 648-3080

Revenue

$6.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Jack Patterson

Jack Patterson Financial Planning offers comprehensive financial and retirement planning services tailored for entrepreneurial business owners and individuals over the age of 55. With over 20 years of experience, Jack Patterson, a Certified Financial Planner, provides strategies to protect assets, maximize returns, and minimize risks and taxes. The firm is known for its unique approach that combines flexibility with solid financial planning, ensuring clients can adapt to economic changes while achieving their retirement goals. Serving clients in South Florida, Illinois, and internationally, Jack is recognized for his integrity and commitment to client satisfaction.Explore more
Jack Patterson's Social MediaPopular SearchesJack Patterson & CoRetirement PlanningJack Patterson FinancialWM Financial Services IncJack PattersonSIC Code 62,628NAICS Code 52,523Show more

Jack Patterson Org Chart

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Financial Analyst

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JP
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Certified Financial Planner (Cfp)

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jack Patterson

$6.5M
11-50
Private
-
-
BL
Bryan LazoFinancial Analyst
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2008
N/A
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
<$5M
1-10
Private
-
2018
N/A
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Jack Patterson is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Jack Patterson is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jack Patterson.

Jack Patterson Tech Stack

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Frequently Asked Questions Regarding Jack Patterson

What is Jack Patterson's official website?
Jack Patterson's official website is www.pattersonadvisors.com
What is Jack Patterson's Revenue?
Jack Patterson's revenue is $6.5 Million
What is Jack Patterson's SIC code?
Jack Patterson's SIC: 62,628
What is Jack Patterson's NAICS code?
Jack Patterson's NAICS: 52,523
How many employees does Jack Patterson have?
Jack Patterson has 11-50 employees
What industry does Jack Patterson belong to?
Jack Patterson is in the industry of: Finance, Securities Trading
What is Jack Patterson competition?
Jack Patterson top competitors include: Bayntree Wealth Advisors, Covenant Wealth Advisors, Selkirk Wealth Advisors, Lunsford Financial Planning
What technology does Jack Patterson use?
Some of the popular technologies that Jack Patterson uses are: Microsoft 365, GoDaddy DNS, Sectigo, Liquidweb
How do I contact Jack Patterson?
Jack Patterson contact info: Phone number: (305) 648-3080 Website: www.pattersonadvisors.com
What does Jack Patterson do?

Jack Patterson Financial Planning offers comprehensive financial and retirement planning services tailored for entrepreneurial business owners and individuals over the age of 55. With over 20 years of experience, Jack Patterson, a Certified Financial Planner, provides strategies to protect assets, maximize returns, and minimize risks and taxes. The... firm is known for its unique approach that combines flexibility with solid financial planning, ensuring clients can adapt to economic changes while achieving their retirement goals. Serving clients in South Florida, Illinois, and internationally, Jack is recognized for his integrity and commitment to client satisfaction.Read More

What are Jack Patterson social media links?
Jack Patterson Linkedin page
Is Jack Patterson a public company?
Jack Patterson is private company therefore does not currently have an official ticker symbol
See more information about Jack Patterson

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