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Patrick Stephenson Jolliffe

FAMILYWEALTH ADVISERS LLC·LAKE MARY, Florida
Clean recordFAMILYWEALTH ADVISERS LLC
255 PRIMERA BLVD, LAKE MARY, FL 32746CRD# 2531902Firm CRD# 289193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Stephenson Jolliffe · LAKE MARY, FL
Registration
CRD #2531902 · FAMILYWEALTH ADVISERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Stephenson Jolliffe is a registered financial advisor based in LAKE MARY, Florida, affiliated with FAMILYWEALTH ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
FAMILYWEALTH ADVISERS LLC
FAMILYWEALTH
AUM
$316M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at FAMILYWEALTH ADVISERS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2531902
Firm CRD# 289193
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Stephenson Jolliffe offer?
Patrick Stephenson Jolliffe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Patrick Stephenson Jolliffe's credentials?
Patrick Stephenson Jolliffe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Stephenson Jolliffe located?
Patrick Stephenson Jolliffe is based in LAKE MARY, Florida, working with FAMILYWEALTH ADVISERS LLC. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
How does Patrick Stephenson Jolliffe charge for services?
Patrick Stephenson Jolliffe's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAMILYWEALTH ADVISERS LLC?
FAMILYWEALTH ADVISERS LLC has approximately 12 employees and manages $316M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FAMILYWEALTH ADVISERS LLC

John David Alvarez
LAKE MARY, FL
Charles John Ponicki
DENVER, CO
Patrick Stephenson Jolliffe
DENVER, CO
Tao Wu
DENVER, CO

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