Jennifer S. Paterson

MAINSAIL FINANCIAL GROUP

Eugene, OR 97401

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CRD#: 7111630

Professional summary

Jennifer Sue Paterson, who also goes by Jennifer S Block, Jennifer Sue Block, is a registered financial advisor currently at MAINSAIL FINANCIAL GROUP located in Eugene, Oregon.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jennifer has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer S Block | Jennifer Sue Block

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.

Name of the other business: JP Home Renovation, LLC; Whether the business is investment-related: No; The address of the other business: Eugene, Oregon; The nature of the other business: General Contracting; Your position, title, or relationship with the other business: Partner; The start date of your relationship: 2/2022; The approximate number of hours/month you devote to the other business: 10-20; The number of hours you devote to the other business during securities trading hours: 0; And briefly describe your duties relating to the other business: Bookkeeping, scheduling/planning, marketing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Sue Paterson's CRS (Customer Relationship Summary).

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

March 25, 2025 - Present

MAINSAIL FINANCIAL GROUP

Office #1: 975 Oak Street Suite 150, Eugene, OR 97401

RIA

CRD#: 317970

Eugene, OR

Past

August 30, 2019 - May 30, 2025

JOURNEYTREE FINANCIAL ADVISORS

RIA

CRD#: 154618

EUGENE, OR

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".

MAINSAIL FINANCIAL GROUP

MAINSAIL FINANCIAL GROUP | MAINSAIL FINANCIAL GROUP, LLC

CRD#: 317970 / SEC#: 801-123307

RIA

Registered Investment Advisory firm - (2/25/2022 Approved)

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

Oregon
(3/25/2025)

IAR

Washington
(6/4/2025)

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: 8/30/2019

Uniform Investment Adviser Law Examination

Current Firm

MAINSAIL FINANCIAL GROUP

MAINSAIL FINANCIAL GROUP | MAINSAIL FINANCIAL GROUP, LLC

CRD#: 317970 / SEC#: 801-123307

RIA

Registered Investment Advisory firm - (2/25/2022 Approved)

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Contact information

Main Address

11245 Se 6th Street Suite 140, Bellevue, WA 98004

Mailing Address

Phone number

(425) 502-7693

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MAINSAIL FINANCIAL GROUP ADV BROCHURE (2/11/2025)

Regulatory assets under management

Total Number of Accounts	892
AUM (Assets Under Management)	$ 268,191,466

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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Jennifer S. Paterson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Sue Paterson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAINSAIL FINANCIAL GROUP

JOURNEYTREE FINANCIAL ADVISORS

Primary Firm SEC Registration

MAINSAIL FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2019

Current Firm

MAINSAIL FINANCIAL GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAINSAIL FINANCIAL GROUP

TRUST BUT VERIFY

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