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John Adam Jones

THE Patten Group, Inc.

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About John Adam Jones

John Adam Jones is a registered investment advisor representative with The Patten Group, Inc. John is a Chartered Financial Analyst. The Patten Group, Inc. has offices in Chattanooga, TN. The Patten Group, Inc. provides advisory services to individuals, pension plans, corporations, and charitable organizations. John has experience in the financial services industry and has previously worked at the Electric Power Board of Chattanooga, Veritas International, and Happy Feet International.

Firm Information

John Jones is currently registered with THE Patten Group, Inc.. THE Patten Group, Inc. is an investment advisor based in CHATTANOOGA, TN. It advises high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm's regulatory assets under management total $531,271,525. It also provides financial planning, pension consulting, and selection of other advisers.
THE Patten Group, Inc.

832 GEORGIA AVENUE

CHATTANOOGA, TN 37402

$531.27M

Assets Under Management

18

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Jones’s Registration & Firm History

TN

07/25/2024 - Present

THE Patten Group, Inc. (CHATTANOOGA TN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Adam Jones.
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