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Chief Executive Officer, Chief Compliance Officer, Chief Financial Officer · RJ Patterson Group

Robert J. Patterson

CRD 3221228 · Named on Form ADV at one SEC-registered adviser

At a glance

RJ Patterson Group, an SEC-registered wealth manager based in SAN Diego, CA with $142 million in regulatory assets, lists Robert J. Patterson on its Form ADV as Chief Executive Officer, Chief Compliance Officer, Chief Financial Officer, a control person.

Firms and roles

  • RJ Patterson GroupChief Executive Officer, Chief Compliance Officer, Chief Financial OfficerWealth manager · SAN Diego, CA · $142M in regulatory assets

AtlasMembers

Robert’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.