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Patrick Michael Jeffs-Catone

GOLDEN STATE EQUITY PARTNERS, LLC·SOUTH COAST METRO, California
GOLDEN STATE EQUITY PARTNERS, LLC
201 E. SANDPOINTE AVE, SOUTH COAST METRO, CA 92707CRD# 5738008Firm CRD# 322879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Michael Jeffs-Catone · SOUTH COAST METRO, CA
Registration
CRD #5738008 · GOLDEN STATE EQUITY PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Patrick Michael Jeffs-Catone is a registered financial advisor based in SOUTH COAST METRO, California, affiliated with GOLDEN STATE EQUITY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GOLDEN STATE EQUITY PARTNERS, LLC
GOLDEN STATE EQUITY PARTNERS, LLC
AUM
$744M
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at GOLDEN STATE EQUITY PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: FINANCIAL PLANNING FEES
Regulatory
SEC/IARD CRD# 5738008
Firm CRD# 322879
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Michael Jeffs-Catone offer?
Patrick Michael Jeffs-Catone specializes in Financial Planning, Investment Management. Contact their office in SOUTH COAST METRO, California for a consultation.
What are Patrick Michael Jeffs-Catone's credentials?
Patrick Michael Jeffs-Catone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Michael Jeffs-Catone located?
Patrick Michael Jeffs-Catone is based in SOUTH COAST METRO, California, working with GOLDEN STATE EQUITY PARTNERS, LLC. Their office serves clients in the SOUTH COAST METRO metropolitan area and surrounding communities.
How does Patrick Michael Jeffs-Catone charge for services?
Patrick Michael Jeffs-Catone's firm is compensated through percentage of aum, subscription fees, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOLDEN STATE EQUITY PARTNERS, LLC?
GOLDEN STATE EQUITY PARTNERS, LLC has approximately 25 employees and manages $744M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GOLDEN STATE EQUITY PARTNERS, LLC

Daniel Robert Catone
SOUTH COAST METRO, CA
John Emile Nahas
SOUTH COAST METRO, CA

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Kyle Fairall
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Research
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