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Kevin Jason Patton

ITS ASSET MANAGEMENT LP·WASHINGTON, Pennsylvania
Clean recordITS 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kevin Jason Patton is a registered financial advisor based in WASHINGTON, Pennsylvania, affiliated with ITS ASSET MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ITS ASSET MANAGEMENT LP
ITS ASSET MANAGEMENT, L.P.
AUM
$269M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ITS ASSET MANAGEMENT LP →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4631357
Firm CRD# 106977
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Jason Patton offer?
Kevin Jason Patton specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WASHINGTON, Pennsylvania for a consultation.
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, working with ITS ASSET MANAGEMENT LP. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
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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Other Advisors at ITS ASSET MANAGEMENT LP

Jon William Erdner
WASHINGTON, PA
Michael Ryan Schofield
WASHINGTON, PA
Nils Alain Nolan
WASHINGTON, PA
Gary Thomas Jeffers
WASHINGTON, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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