John Cullen Patten Jr
Professional Summary
John Cullen Patten JR, who also goes by J.c. Patten Jr, John C. Patten Jr, John Cullen Patten, is a registered financial advisor currently at MAR WEALTH MANAGEMENT SERVICES, LLC located in West Palm Beach, Florida. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. John has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
J.c. Patten Jr, John C. Patten Jr, John Cullen Patten
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
MAR WEALTH MANAGEMENT SERVICES, LLC | MAR WEALTH MANAGEMENT SERVICES, LLC.
Contact Information
Main Address
500 Australian Avenue South Suite 600, West Palm Beach, FL 33401Phone Number
(800) 708-6285# of Employees
3SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
133AUM (Assets Under Management)
$125,115,200Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
MAR WEALTH MANAGEMENT SERVICES, LLC | MAR WEALTH MANAGEMENT SERVICES, LLC.
State Registrations and Notice Filings
(4/17/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John Cullen Patten JR's CRS (Customer Relationship Summary).
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