Unclaimed Profile

Jenna D. Patterson

SUNRISE ADVISORS, INC.·LEAWOOD, Kansas

Clean recordSUNRISE ADVISORS, INC.

3710 WEST 135TH STREET, LEAWOOD, KS 66224-7611CRD# 7241543Firm CRD# 111953

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jenna D. Patterson · LEAWOOD, KS

Registration

CRD #7241543 · SUNRISE ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jenna D. Patterson is a registered financial advisor based in LEAWOOD, Kansas, affiliated with SUNRISE ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SUNRISE ADVISORS, INC.

SUNRISE ADVISORS

AUM

$707M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SUNRISE ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7241543

Firm CRD# 111953

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jenna D. Patterson offer?

Jenna D. Patterson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.

What are Jenna D. Patterson's credentials?

Jenna D. Patterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jenna D. Patterson located?

Jenna D. Patterson is based in LEAWOOD, Kansas, working with SUNRISE ADVISORS, INC.. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.

How does Jenna D. Patterson charge for services?

Jenna D. Patterson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUNRISE ADVISORS, INC.?

SUNRISE ADVISORS, INC. has approximately 6 employees and manages $707M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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