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GP

Grant E. Patterson

JOURNEY FINANCIAL MANAGEMENT
BOWLING GREEN, KY 42104
Some features on this profile are disabled
CRD#: 7929128
GP

Professional summary

Grant Edmond Patterson is a registered financial advisor currently at JOURNEY FINANCIAL MANAGEMENT, LLC located in Bowling Green, Kentucky.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Grant has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
1) PAYROLL VAULT; NON INVESTMENT-RELATED; 901 DISHMAN LANE, SUITE 2, BOWLING GREEN, KY 42104; PAYROLL/HR SERVICES; PAYROLL SPECIALIST; 03/21/2024; 40 HRS/WK DURING BUSINESS HRS.; 100 HRS/MO. DURING TRADING HRS.; PAYROLL PROCESSING, CLIENT RELATIONSHIP MANAGEMENT. 2) LICENSED LIFE INSURANCE AGENT; NON INVESTMENT-RELATED; STATE OF KENTUCKY; 11/12/2024; 5 HRS/MONTH; 5 HRS DURING TRADING HOURS; OFFERING LIFE INSURANCE OPTIONS TO CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Edmond Patterson'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

June 13, 2024 - Present

JOURNEY FINANCIAL MANAGEMENT, LLC

Office #1: 701 Dishman Ln Suite 2, Bowling Green, KY 42104
RIA
CRD#: 153404
BOWLING GREEN, KY

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
Kentucky
(6/13/2024)
IAR
Tennessee
(8/2/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/11/2024
Uniform Investment Adviser Law Examination

Current Firm

JF
JOURNEY FINANCIAL MANAGEMENT, LLC
H & F FINANCIAL PLANNING | JOURNEY FINANCIAL MANAGEMENT, LLC

CRD#: 153404 / SEC#:

Kentucky
Registered Investment Advisory firm - (6/10/2010 Approved)
Louisiana
Registered Investment Advisory firm - (5/6/2010 Approved)
Tennessee
Registered Investment Advisory firm - (7/12/2024 Approved)
Texas
Registered Investment Advisory firm - (7/20/2010 Approved)
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Contact information

Main Address
701 Dishman Ln Suite 2, Bowling Green, KY 42104
Mailing Address
1126 Grider Pond Road, Bowling Green, KY 42104
Phone number
(270) 883-1662
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts144
AUM (Assets Under Management)$ 42,853,056

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

JOURNEY FINANCIAL MANAGEMENT, LLC

CRD#: 153404Bowling Green, KY 42104

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