Secretary · J.P. Marvel Wealth Management, Inc.
Joan H. Patton
CRD 6318878 · Named on Form ADV at one SEC-registered adviser
At a glance
J.P. Marvel Wealth Management, Inc., an SEC-registered wealth manager based in Boston, MA with $821 million in regulatory assets, lists Joan H. Patton on its Form ADV as Secretary, a control person.
Firms and roles
- J.P. Marvel Wealth Management, Inc.SecretaryWealth manager · Boston, MA · $821M in regulatory assets
AtlasMembers
Joan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Joseph F. PattonChief Executive Officer, J.P. Marvel Wealth Management, Inc.
- David J. McCaffreyChief Compliance Officer, J.P. Marvel Wealth Management, Inc.
- Joseph F PattonPresident, J.P. Marvel Wealth Management, Inc.
- Robert T. StephensonExecutive Vice President, J.P. Marvel Wealth Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.