Jeffrey Patterson
Patterson Partners · Hamilton, Texas
Jeffrey Patterson is a fee-only financial advisor at Patterson Partners in Hamilton, Texas. Jeffrey focuses on cross-border (US / Canada). Patterson Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Cross-border families
Facts
| Firm | Patterson Partners |
|---|---|
| Based in | Hamilton, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $36.0M across 25 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7186056 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | pattersonpartnersltd.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Patterson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Patterson Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Patterson Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Patterson based?
Jeffrey Patterson is based in Hamilton, Texas.
What does Jeffrey specialize in?
Jeffrey's specialties include cross-border (US / Canada). Jeffrey works with cross-border families.
Is Jeffrey Patterson registered with the SEC?
Yes. Jeffrey Patterson is registered as an investment adviser representative in TX (CRD 7186056), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Patterson Partners manage?
Patterson Partners reports $36.0M across 25 accounts in assets under management.
How do I contact Jeffrey Patterson?
Through Jeffrey's website, pattersonpartnersltd.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Patterson Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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