Unclaimed Profile

Jennifer Rose Mccarthy

PATTON ALBERTSON MILLER GROUP, LLC·CHATTANOOGA, Tennessee

Series 6, Series 63Clean record8 years registeredPATTON ALBERTSON MILLER GROUP, LLC

605 CHESTNUT STREET, CHATTANOOGA, TN 37450CRD# 2085435Firm CRD# 281558

Profile Verification

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

Identity

Jennifer Rose Mccarthy · CHATTANOOGA, TN

Registration

CRD #2085435 · PATTON ALBERTSON MILLER GROUP, LLC · 8 years registered

Brand Profile

Not yet started

Career History

PATTON ALBERTSON MILLER GROUP, LLC

Apr 2019 – present

ANTHONY SMITH ADVISORS, INC.

Jan 2018 – Apr 2019

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · January 16, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATTON ALBERTSON MILLER GROUP, LLC

CRD 281558 · SEC 801-106877

AUM

$1.3B

Regulatory assets under management

Employees

1,545 client accounts

Services offered by PATTON ALBERTSON MILLER GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PATTON ALBERTSON MILLER GROUP, LLC →

Introduction

Speak with Jennifer

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jennifer is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHATTANOOGA?

Browse all registered financial advisors in CHATTANOOGA, Tennessee or claim this profile if it's yours.

Browse CHATTANOOGA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jennifer Rose Mccarthy offer?

Jennifer Rose Mccarthy specializes in Financial Planning, Investment Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.

What are Jennifer Rose Mccarthy's credentials?

Jennifer Rose Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Rose Mccarthy located?

Jennifer Rose Mccarthy is based in CHATTANOOGA, Tennessee, working with PATTON ALBERTSON MILLER GROUP, LLC. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.

How does Jennifer Rose Mccarthy charge for services?

Jennifer Rose Mccarthy'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 PATTON ALBERTSON MILLER GROUP, LLC?

PATTON ALBERTSON MILLER GROUP, LLC has approximately 24 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →