Partner · Marathon Capital Management
Patrick T. Jones
CRD 4232684 · Named on Form ADV at one SEC-registered adviser
At a glance
Marathon Capital Management, an SEC-registered wealth manager based in Hunt Valley, MD with $790 million in regulatory assets, lists Patrick T. Jones on its Form ADV as Partner, a control person.
Firms and roles
- Marathon Capital ManagementPartnerWealth manager · Hunt Valley, MD · $790M in regulatory assets
AtlasMembers
Patrick’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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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Angus M. BurtonPresident, Marathon Capital Management
- Clifford M. AtheyPartner, Marathon Capital Management
- Edward G. HartPartner, Marathon Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.