AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JP

Jess V. Patterson

Some features on this profile are disabled
CRD#: 4421335
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.

Jess Victor Patterson was a registered financial professional .

Jess is a previously registered financial professional and started their career in finance in 2002. Jess had worked at 5 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

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

August 1, 2016 - June 13, 2017

ARXIS SECURITIES LLC

BD
CRD#: 172506
NEW YORK, NY
Past

April 30, 2010 - June 27, 2012

LAVAFLOW, INC.

BD
CRD#: 120444
NEW YORK, NY
Past

April 1, 2010 - April 30, 2010

LAVAFLOW, INC.

BD
CRD#: 120444
NEW YORK, NY
Past

March 13, 2009 - August 2, 2016

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
MOUNT PLEASANT, SC
Past

November 26, 2003 - August 2, 2016

CITI ORDER ROUTING AND EXECUTION, LLC

BD
CRD#: 103768
MOUNT PLEASANT, SC
Past

February 28, 2002 - November 8, 2012

AUTOMATED TRADING DESK BROKERAGE SERVICES, LLC

BD
CRD#: 36000
MOUNT PLEASANT, SC

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
RR
Series 63
Date: 1/22/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 2/19/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AS
ARXIS SECURITIES LLC
ARXIS SECURITIES LLC

CRD#: 172506 / SEC#: , 8-69509

BD
Terminated by SEC on 08/20/2017
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/09/2014
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ARXIS CAPITAL INTERMEDIATE HOLDINGS LLCSOLE MEMBER
CHI, PATRICK CHANGCHIEF COMPLIANCE OFFICER5634045
JOYCE, THOMAS MICHAELCHIEF EXECUTIVE OFFICER850573
MAYERHOFER, GERARD THOMASCHIEF OPERATIONS OFFICER AND FINOP1354612

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


ARXIS SECURITIES LLC

CRD#: 172506

TRUST BUT VERIFY

Monitor Jess Patterson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics