John C. Patten

MAR WEALTH MANAGEMENT SERVICES

West Palm Beach, FL 33401

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CRD#: 2700375

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

J.c. Patten Jr | John C. Patten Jr | John Cullen Patten

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.

1. Name of outside business: Patvest, LLC; Location of the business: 15672 Goldfinch Circle, Westlake, FL 33470; Description of the business: Personal loans, auto loans, real estate mortgage loans; Position Title: Managing Member; Responsibilities Duties: Full; Start date with business: 2013-02-24; Hours devoted to business during trading hours: 4; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 20; 2. Name of outside business: PATTEN FIDUCIARY SERVICES, LLC; Location of the business: 15672 Goldfinch Circle; Description of the business: Provide fiduciary services such as trustee, personal representative, guardian, power of attorney, trust protector, Position Title: Managing Member; Responsibilities Duties: Full; Start date with business: 2020-03-01; Hours devoted to business during trading hours: 40; Hours devoted to business outside trading hours: 30; Percentage of total yearly compensation expected to be derived from the business: 33; Contact person at the organization: John Patten; Website address for the organization: www.pattenfiduciary.com; Will an IRS form for income earned be received: Yes; 3. John Patten is co-trustee of one (1) trust account that is managed by MAR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Cullen Patten JR's CRS (Customer Relationship Summary).

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

Current

April 17, 2020 - Present

MAR WEALTH MANAGEMENT SERVICES, LLC

Office #1: 500 Australian Avenue South Suite 600, West Palm Beach, FL 33401

RIA

CRD#: 167335

West Palm Beach, FL

Past

February 1, 2017 - December 5, 2019

TD PRIVATE CLIENT WEALTH LLC

RIA

CRD#: 164484

WEST PALM BEACH, FL

Past

December 1, 2016 - December 5, 2019

TD PRIVATE CLIENT WEALTH LLC

CRD#: 164484

WEST PALM BEACH, FL

Past

March 22, 1996 - March 31, 1998

BARNETT INVESTMENTS, INC.

CRD#: 14897

JACKSONVILLE, FL

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(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

State Security Law Exam

IAR

Series 66

Date: 1/30/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/12/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/2016

General Securities Representative Examination

Current Firm

MAR WEALTH MANAGEMENT SERVICES, LLC

MAR WEALTH MANAGEMENT SERVICES, LLC | MAR WEALTH MANAGEMENT SERVICES, LLC.

CRD#: 167335 / SEC#:

Florida

Registered Investment Advisory firm - (6/18/2013 Approved)

Texas

Registered Investment Advisory firm - (9/27/2022 Conditional Restricted)

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Contact information

Main Address

500 Australian Avenue South Suite 600, West Palm Beach, FL 33401

Mailing Address

Phone number

(800) 708-6285

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	125
AUM (Assets Under Management)	$ 107,781,971

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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John C. Patten

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Cullen Patten JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAR WEALTH MANAGEMENT SERVICES, LLC

TD PRIVATE CLIENT WEALTH LLC

TD PRIVATE CLIENT WEALTH LLC

BARNETT INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/30/2017

Series 63

Date: 12/12/1996

SIE

Date: 10/1/2018

Series 7

Date: 12/1/2016

Current Firm

MAR WEALTH MANAGEMENT SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MAR WEALTH MANAGEMENT SERVICES, LLC

TRUST BUT VERIFY

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