Jobie A. Patrick

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CRD#: 2070897

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"?

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

CRD#: 14303

ANN ARBOR, MI

Past

February 16, 2000 - March 31, 2004

FREEDOM FINANCIAL, INC.

CRD#: 45850

OMAHA, NE

Past

January 18, 2000 - February 16, 2000

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

February 11, 1995 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

February 11, 1995 - February 7, 2000

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

April 28, 1992 - January 20, 1995

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

April 28, 1992 - January 20, 1995

MSI FINANCIAL SERVICES, INC.

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/18/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/1/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 4/27/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

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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

SEC notice filing (3 States and Territories)

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 Accounts	1,232
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.

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Advisor Monitoring

Firm Stability Insights

Jobie A. Patrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SPC

SIGMA FINANCIAL CORPORATION

FREEDOM FINANCIAL, INC.

SECURITIES AMERICA, INC.

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

PATRICK FINANCIAL GROUP LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/18/2010

Series 63

Date: 6/1/1992

Series 6

Date: 4/27/1992

Current Firm

PATRICK FINANCIAL GROUP LLC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PATRICK FINANCIAL GROUP LLC.

TRUST BUT VERIFY

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