Adviser and broker representative · Edward Jones
Patrick S. Cross
CRD 4782520 · San Francisco, CA
At a glance
Patrick S. Cross is an investment adviser representative with Edward Jones in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Patrick’s SEC record dates to 2007, about 19 years ago. Patrick is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Edward JonesSince January 2007San Francisco, CA · $1.01T in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Patrick’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
- Locked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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 and FINRA BrokerCheck.