Unclaimed Profile

James Clay Crumbliss

PATTEN AND PATTEN, INC.·CHATTANOOGA, Tennessee

Series 65Clean record16 years registeredPATTEN AND PATTEN, INC.

520 LOOKOUT STREET, CHATTANOOGA, TN 37403-1713CRD# 4782046Firm CRD# 105414

Profile Verification

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

Identity

James Clay Crumbliss · CHATTANOOGA, TN

Registration

CRD #4782046 · PATTEN AND PATTEN, INC. · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PATTEN AND PATTEN, INC.

PATTEN AND PATTEN, INC.

Sep 2009 – Oct 2018

CHATTANOOGA, TN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 26, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATTEN AND PATTEN, INC.

CRD 105414 · SEC 801-11499

AUM

$1.9B

Regulatory assets under management

Employees

2,086 client accounts

Services offered by PATTEN AND PATTEN, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PATTEN AND PATTEN, INC. →

Introduction

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Frequently Asked Questions

What services does James Clay Crumbliss offer?

James Clay Crumbliss specializes in Investment Management, Wealth Management.

What are James Clay Crumbliss's credentials?

James Clay Crumbliss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Clay Crumbliss located?

James Clay Crumbliss is based in CHATTANOOGA, Tennessee, last registered with PATTEN AND PATTEN, INC..

How does James Clay Crumbliss charge for services?

James Clay Crumbliss'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 PATTEN AND PATTEN, INC.?

PATTEN AND PATTEN, INC. has approximately 11 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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