Patrick T. Jarrell
Professional summary
Patrick T Jarrell is a registered financial advisor currently at NORTHWOODS FINANCIAL PARTNERS LLC located in Hermosa Beach, California and EMERSON EQUITY LLC located in Hermosa Beach, California.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Patrick has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick T Jarrell's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 24, 2024 - Present
NORTHWOODS FINANCIAL PARTNERS LLC
Office #1: 2447 Pacific Coast Highway 2nd Floor, Hermosa Beach, CA 90254September 15, 2021 - Present
EMERSON EQUITY LLC
Office #1: 2447 Pacific Coast Hwy 2nd Floor, Hermosa Beach, CA 90254September 15, 2021 - October 21, 2024
EMERSON EQUITY LLC
December 1, 2020 - September 1, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 2, 2020 - September 1, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(10/24/2024)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
Exams
Series 7TO
Date: 10/2/2020
General Securities Representative ExaminationFINRA
Current Firm
NORTHWOODS FINANCIAL PARTNERS LLC
CRD#: 332747 / SEC#:
Contact information
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.
