Beverly J. Patton
Professional summary
Beverly Jean Patton, who also goes by Beverly Jean Blase Mrs, Beverly Jean Freeman Miss, Bev Patton, is a registered financial advisor currently at SYRIOS WEALTH MANAGEMENT GROUP located in La Jolla, California.
Beverly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Beverly has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Beverly Jean Patton's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 21, 2024 - Present
SYRIOS WEALTH MANAGEMENT GROUP
Office #1: Wall Street Building 7855 Ivanhoe Avenue, Suite 420, La Jolla, CA 92037January 1, 2008 - November 13, 2024
WELLS FARGO CLEARING SERVICES, LLC
January 1, 2008 - November 13, 2024
WELLS FARGO CLEARING SERVICES, LLC
April 16, 2007 - January 1, 2008
A. G. EDWARDS & SONS, INC.
January 17, 2007 - January 3, 2008
A. G. EDWARDS & SONS, INC.
Primary Firm SEC Registration
SYRIOS WEALTH MANAGEMENT GROUP
CRD#: 332139 / SEC#: 801-130855
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/21/2024)
Exams
Current Firm
SYRIOS WEALTH MANAGEMENT GROUP
CRD#: 332139 / SEC#: 801-130855
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 797 |
| AUM (Assets Under Management) | $ 403,865,497 |
Red Flags
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