Unclaimed Profile

Patrick Michael Jeffs-Catone

GOLDEN STATE EQUITY PARTNERS, LLC·SOUTH COAST METRO, California

SIE, Series 7, Series 24, Series 66Clean record15 years registeredGOLDEN 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 · 15 years registered

Brand Profile

Not yet started

Career History

ASCENTIS INDEPENDENT ADVISORS, LLC

Sep 2022 – present

ASCENTIS ASSET MANAGEMENT, LLC

Mar 2022 – present

LPL FINANCIAL LLC

Jan 2019 – present

GOLDEN STATE WEALTH MANAGEMENT, LLC

Aug 2013 – present

REDWOOD INVESTMENT GROUP, INC

Jun 2013 – present

GOLDEN STATE ASSET MANAGEMENT

Jul 2020 – Mar 2022

SANTA ANA, CA

GOLDEN STATE EQUITY ADVISORS, LLC

Mar 2018 – Sep 2022

Santa Ana, CA

LPL FINANCIAL LLC

Jul 2016 – Dec 2016

FORT BRAGG, CA

LPL FINANCIAL LLC

Jun 2012 – Jan 2016

FORT BRAGG, CA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jul 2011 – Jun 2012

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · July 14, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GOLDEN STATE EQUITY PARTNERS, LLC

CRD 322879 · SEC 801-126441

AUM

$744M

Regulatory assets under management

Employees

4,106 client accounts

Services offered by GOLDEN STATE EQUITY PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GOLDEN STATE EQUITY PARTNERS, LLC →

Introduction

Speak with Patrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patrick is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SOUTH COAST METRO?

Browse all registered financial advisors in SOUTH COAST METRO, California or claim this profile if it's yours.

Browse SOUTH COAST METRO Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →