Unclaimed Profile

Patrick Stephenson Jolliffe

FAMILYWEALTH ADVISERS LLC·LAKE MARY, Florida

Series 6, Series 7, Series 24, Series 63, Series 6526 years registeredFAMILYWEALTH 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 · 26 years registered

Brand Profile

Not yet started

Career History

MARTINO CAPITAL, LLC

Oct 2024 – present

SUNBELT SECURITIES

Mar 2023 – Dec 2023

Harrisburg, NE

FAMILYWEALTH ASSET MANAGEMENT

Apr 2020 – Feb 2023

DENVER, CO

FAMILYWEALTH

Jan 2018 – Feb 2023

LAKE MARY, FL

ADVISERSOURCE.COM

Sep 2017 – Dec 2017

Scottsbluff, NE

JOLLIFFE CAPITAL, INC.

Jan 2007 – Jun 2018

DALLAS, TX

JOLLIFFE CAPITAL, INC.

May 2006 – Jan 2007

SCOTTSBLUFF, NE

FALCO FINANCIAL SERVICES, INC.

Apr 2000 – May 2006

SCOTTSBLUFF, NE

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 3, 2000

Years registered · 26

Disclosure History

2018Financial·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FAMILYWEALTH ADVISERS LLC

CRD 289193 · SEC 801-111050

AUM

$316M

Regulatory assets under management

Employees

584 client accounts

Services offered by FAMILYWEALTH ADVISERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FAMILYWEALTH ADVISERS LLC →

Introduction

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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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