Unclaimed Profile

Jobie Allen Patrick

PATRICK FINANCIAL GROUP, L.L.C.·BRIGHTON, Michigan

Series 6, Series 63, Series 6521 years registeredPATRICK FINANCIAL GROUP, L.L.C.

MILLPOND PARKE OFFICE BUILDING, BRIGHTON, MI 48116CRD# 2070897Firm CRD# 124610

Profile Verification

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

Identity

Jobie Allen Patrick · BRIGHTON, MI

Registration

CRD #2070897 · PATRICK FINANCIAL GROUP, L.L.C. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PATRICK FINANCIAL GROUP, L.L.C.

PATRICK FINANCIAL GROUP LLC.

Oct 2010 – Jan 2023

BRIGHTON, MI

SPC

Mar 2005 – Apr 2006

BRIGHTON, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · March 22, 2005

Years registered · 21

Disclosure History

2022Customer Dispute·Settled

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

PATRICK FINANCIAL GROUP, L.L.C.

CRD 124610 · SEC 801-80932

AUM

$132M

Regulatory assets under management

Employees

1,167 client accounts

Services offered by PATRICK FINANCIAL GROUP, L.L.C.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PATRICK FINANCIAL GROUP, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Jobie Allen Patrick offer?

Jobie Allen Patrick specializes in Investment Management, Fee-Only Advisory.

What are Jobie Allen Patrick's credentials?

Jobie Allen Patrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jobie Allen Patrick located?

Jobie Allen Patrick is based in BRIGHTON, Michigan, last registered with PATRICK FINANCIAL GROUP, L.L.C..

How does Jobie Allen Patrick charge for services?

Jobie Allen Patrick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PATRICK FINANCIAL GROUP, L.L.C.?

PATRICK FINANCIAL GROUP, L.L.C. has approximately 2 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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