linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patrick Michael Jeffs-catone

Golden State Wealth Management, 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 Michael Jeffs-catone

Patrick Michael Jeffs-catone is a registered investment advisor representative with Golden State Wealth Management, LLC. Patrick Michael Jeffs-catone has been in the financial services industry since February 9, 2011 and is registered with FINRA as well as the Securities Administrators of numerous states. Patrick Michael Jeffs-catone is also associated with Redwood Investment Group, Inc., Golden State Asset Management, and Golden State Equity Partners, LLC.

Firm Information

Patrick Jeffs-catone is currently registered with Golden State Wealth Management, LLC. Golden State Wealth Management, LLC is an investment advisor with over $1 billion to $10 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. They are headquartered in South Coast Metro, CA and have 51 investment advisor representatives. The firm has a wrap fee program.
Golden State Wealth Management, LLC

201 E. SANDPOINTE AVENUE

SOUTH COAST METRO, CA 92707

$1.69B

Assets Under Management

Not reported

Total Clients

41

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

check

other

Financial planning fee

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 Jeffs-catone’s Registration & Firm History

CA

09/14/2015 - Present

Golden State Wealth Management, LLC (SOUTH COAST METRO CA)

CA

06/04/2012 - 03/09/2018

LPL FINANCIAL LLC (FORT BRAGG CA)

CA

02/09/2011 - 06/05/2012

RAYMOND JAMES FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)

Not sure if Patrick Michael Jeffs-catone is right for you?

Licenses & Designations

BOTH

Issued 06/30/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/05/2013

Series 24 - General Securities Principal Examination

BC

Issued 03/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Michael Jeffs-catone.
Not sure if Patrick Michael Jeffs-catone is right for you?