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JP

Jobie A. Patrick

Some features on this profile are disabled
CRD#: 2070897
JP

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jobie Allen Patrick was a registered financial professional .

Jobie is a previously registered financial professional and started their career in finance in 1992. Jobie had worked at 9 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

October 19, 2010 - January 23, 2023

PATRICK FINANCIAL GROUP LLC.

RIA
CRD#: 124610
BRIGHTON, MI
Past

March 22, 2005 - April 25, 2006

SPC

RIA
CRD#: 110692
BRIGHTON, MI
Past

February 8, 2005 - April 25, 2006

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
ANN ARBOR, MI
Past

February 16, 2000 - March 31, 2004

FREEDOM FINANCIAL, INC.

BD
CRD#: 45850
OMAHA, NE
Past

January 18, 2000 - February 16, 2000

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

February 11, 1995 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

February 11, 1995 - February 7, 2000

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

April 28, 1992 - January 20, 1995

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

April 28, 1992 - January 20, 1995

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
PATRICK FINANCIAL GROUP LLC.
PATRICK FINANCIAL GROUP LLC. | PATRICK,JOBIE,ALLEN | PATRICK FINANCIAL GROUP, L.L.C.

CRD#: 124610 / SEC#: 801-80932

RIA
Registered Investment Advisory firm - (2/2/2015 Approved)
Michigan
Registered Investment Advisory firm - (3/13/2015 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 8/18/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/1/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 4/27/1992
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PF
PATRICK FINANCIAL GROUP LLC.
PATRICK FINANCIAL GROUP LLC. | PATRICK,JOBIE,ALLEN | PATRICK FINANCIAL GROUP, L.L.C.

CRD#: 124610 / SEC#: 801-80932

RIA
Registered Investment Advisory firm - (2/2/2015 Approved)
Michigan
Registered Investment Advisory firm - (3/13/2015 Terminated)
PREMIUM
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Contact information

Main Address
Millpond Parke Office Building 824 West Grand River Avenue, Brighton, MI 48116
Mailing Address
Phone number
(810) 225-9876
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts1,232
AUM (Assets Under Management)$ 144,253,460

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PATRICK FINANCIAL GROUP LLC.

CRD#: 124610

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