Investment adviser representative · Mar Wealth Management Services, LLC
John C. Patten Jr.
CRD 2700375 · West Palm Beach, FL
At a glance
John C. Patten Jr. is an investment adviser representative with Mar Wealth Management Services, LLC in West Palm Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on John’s SEC record dates to 2017, about 9 years ago.
Current advisory firm
- Mar Wealth Management Services, LLCSince September 2026West Palm Beach, FL · $125M in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
John’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.