linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patrick Allen Iles

Jefferies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patrick? Claim Your Profile

About Patrick Allen Iles

Patrick Allen Iles is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with Jefferies LLC. Patrick has previously held roles at RBC Capital Markets, LLC, Barclays Capital Inc., Lehman Brothers Inc., Banc of America Securities LLC, and Credit Suisse First Boston LLC. His experience includes investment banking, securities, and financial advisory services. Patrick holds Series 7, SIE, and Series 79TO licenses. He is registered in Connecticut and New York.

Firm Information

Patrick Iles is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patrick Iles’s Registration & Firm History

CT

08/02/2017 - Present

Jefferies LLC (STAMFORD CT)

NY

10/02/2012 - 05/17/2017

RBC CAPITAL MARKETS, LLC (NEW YORK NY)

NY

09/22/2008 - 07/12/2012

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

03/10/2005 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

07/09/2003 - 03/08/2005

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

04/16/2001 - 07/15/2003

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

Not sure if Patrick Allen Iles is right for you?

Licenses & Designations

BC

Issued 08/14/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Patrick Allen Iles.
Not sure if Patrick Allen Iles is right for you?