Unclaimed Profile

Kevin Jason Patton

ITS ASSET MANAGEMENT LP·WASHINGTON, Pennsylvania

Series 65Clean record21 years registeredITS ASSET MANAGEMENT LP

1720 WASHINGTON RD, WASHINGTON, PA 15301-8919CRD# 4631357Firm CRD# 106977

Profile Verification

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

Identity

Kevin Jason Patton · WASHINGTON, PA

Registration

CRD #4631357 · ITS ASSET MANAGEMENT LP · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ITS ASSET MANAGEMENT LP

HUSSMAN STRATEGIC ADVISORS INC

Oct 2021 – Jan 2022

TAYLOR MILL, KY

RENAISSANCE INVESTMENT MANAGEMENT

Aug 2007 – Oct 2019

COVINGTON, KY

FIFTH THIRD SECURITIES, INC.

Mar 2005 – Aug 2005

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 14, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ITS ASSET MANAGEMENT LP

CRD 106977 · SEC 801-7190

AUM

$269M

Regulatory assets under management

Employees

1,201 client accounts

Services offered by ITS ASSET MANAGEMENT LP

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ITS ASSET MANAGEMENT LP →

Introduction

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Frequently Asked Questions

What services does Kevin Jason Patton offer?

Kevin Jason Patton specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Kevin Jason Patton's credentials?

Kevin Jason Patton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Jason Patton located?

Kevin Jason Patton is based in WASHINGTON, Pennsylvania, last registered with ITS ASSET MANAGEMENT LP.

How does Kevin Jason Patton charge for services?

Kevin Jason Patton'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 ITS ASSET MANAGEMENT LP?

ITS ASSET MANAGEMENT LP has approximately 9 employees and manages $269M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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