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Patrick Durham Location
Boca Raton, FL, US
Patrick Durham Work
Financial Advisor @ (April 2025 - Present)
Private Client Advisor and Vice President of Investments @ J.P. Morgan Wealth Management (January 2020 - April 2025)
Senior Financial Associate @ (October 2018 - January 2020)
Vice President - Investments at Wells Fargo Advisors @ Wells Fargo Advisors (September 2015 - October 2018)
Vice President Financial Advisor @ (June 2008 - September 2015)
Financial Advisor @ (June 2000 - June 2008)
Patrick Durham Education
Florida Atlantic University - College of Business
Bachelors Degree
Patrick Durham Skills
Retirement Planning
Investments
Securities
Asset Allocation
Equities
Mutual Funds
Finance
Insurance
Fixed Income
Financial Advisory
Series 7
Marketing
Wealth Management
Series 63
Project Management
Financial Modeling
Strategic Planning
Patrick Durham Summary
Patrick Durham, based in Boca Raton, FL, US, is currently a Financial Advisor at Comerica Bank. Patrick Durham brings experience from previous roles at J.P. Morgan Wealth Management, RBC Wealth Management, Wells Fargo Advisors and Morgan Stanley. Patrick Durham holds a Bachelors Degree @ Florida Atlantic University - College of Business. With a robust skill set that includes Retirement Planning, Investments, Securities, Asset Allocation, Equities and more. Patrick Durham has 2 mobile phone numbers on RocketReach.
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