# Patrick Jones

> Patrick Jones is a fee-only financial advisor at Marathon Capital Management in Hunt Valley, Maryland. Patrick charges a percentage of assets.

Page: https://find.wellspent.co/advisors/patrick-jones/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Marathon Capital Management
- **Based in:** Hunt Valley, Maryland
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $790.1M across 668 accounts
- **CRD:** 4232684 (https://adviserinfo.sec.gov/individual/summary/4232684)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 63 (2001), Series 65 (2024)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.insidemarathon.com

## Frequently asked questions

### Is Patrick Jones a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Marathon Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Patrick charge for financial advice?

Patrick charges a percentage of assets.

### Where is Patrick Jones based?

Patrick Jones is based in Hunt Valley, Maryland.

### Is Patrick Jones registered with the SEC?

Yes. Patrick Jones is registered as an investment adviser representative in MD (CRD 4232684), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Marathon Capital Management manage?

Marathon Capital Management reports $790.1M across 668 accounts in assets under management.

### How do I contact Patrick Jones?

Through Patrick's website, www.insidemarathon.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4232684): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://insidemarathon.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.