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Patrick Michael Jeffs-Catone

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

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

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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 in SOUTH COAST METRO
Bradley Everett Gardner — GOLDEN STATE WEALTH MANAGEMENT, LLCDaniel Robert Catone — GOLDEN STATE EQUITY PARTNERS, LLCJohn Emile Nahas — GOLDEN STATE EQUITY PARTNERS, LLCMisty Dejon Porter — GOLDEN STATE EQUITY PARTNERS, LLCKyle Fairall — GOLDEN STATE ASSET MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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