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Melroy Patterson

J.p. Morgan Securities LLC

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About Melroy Patterson

Melroy Patterson is a financial advisor with J.P. Morgan Securities LLC. Melroy has over 10 years of experience in the financial services industry. Melroy is a Series 7, Series 63, and Series 79TO licensed representative. Melroy is also registered to provide investment advice in 53 states and the District of Columbia. Melroy specializes in a variety of financial planning services, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Melroy is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Melroy Patterson is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Melroy Patterson’s Registration & Firm History

FL

05/29/2024 - Present

J.p. Morgan Securities LLC (Tampa FL)

NY

08/08/2013 - 06/06/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/25/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/11/2024

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Melroy Patterson. Review regulatory record here.
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