Jason Patrick's Location
Franklin, TN, US
Jason Patrick's Work
- Wealth Management Advisor, Senior Vice President @ Merrill Lynch
- Vice President - Investments @ New York Fitness
Jason Patrick's Education
- Lipscomb University
Bachelor's Degree
1990 - 1997
Jason Patrick's Skills
- Series 7
- Wealth Management
- Retirement Planning
- Investment Advisory
- Asset Allocation
- Series 66
- CRPC
- Strategic Financial Planning
- Mutual Funds
- 401k
Jason Patrick's Summary
Jason Patrick, based in Franklin, TN, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management, bringing experience from previous roles at UBS. Jason Patrick holds a 1990 - 1997 Bachelor's Degree @ Lipscomb University. With a robust skill set that includes Series 7, Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation and more, Jason Patrick contributes valuable insights to the industry. Jason Patrick has 3 emails and 1 mobile phone number on RocketReach.
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