Jack Patach
Financial advisor at Ameriprise Financial Services, LLC · Holmdel, NJ
Last updated 2026-10-10
Claim your profileJack Patach is a financial advisor at Ameriprise Financial Services, LLC in Holmdel, NJ, CRD 7584739. Licenses and exams on the registration: Series 66. IAPD registration began 2023-06-21.
Registration
- CRD number
- 7584739
- Registration status
- Active
- IAPD registration
- 2023-06-21
- Industry Experience
- 3 years
- Work Experience
- 14 years
- States registered
- NJ, NY, TX
Licenses and exams
- Series 66
Work history
- 2022-07 to Present · Ameriprise Financial Services, LLC · Holmdel, NJ
- 2016-09 to 2018-08 · Bed Bath and Beyond Inc. · Lake Grove, NY
- 2020-09 to 2022-05 · University At Albany · Albany, NY
- 2021-06 to 2021-08 · Cion Investments · New York, NY
- 2019-01 to 2020-09 · University At Albany · Albany, NY
- 2012-01 to 2022-05 · Student · Ny, NY
Current employment
- Ameriprise Financial Services, LLC · Minneapolis, MN
Ameriprise Financial Services, LLC
- Regulatory AUM
- $660,474,421,776
- Registered advisors
- 12,966
- Offices
- 7,819
- Clients per advisor
- 106.9 (Moderate)
- Average AUM per client
- $476.4K (Low)
- High-net-worth client ratio
- 13.3% (Low)
Ameriprise Financial Services, LLC: advisors, services and reported ETF investments
About
Jack Patach is a financial advisor at Ameriprise Financial Services, LLC in Holmdel, NJ. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 14 years of reported work history. Reported roles include University At Albany, Student, Cion Investments, Bed Bath and Beyond Inc., among others.
SEC disclosures list additional business and community activities: Outside Employment; Dgam Llc; Afa Paid Compensation Via The Llc; Manage Advisory Business; 101 Crawfords Corner Road.
Ameriprise Financial Services, LLC's firm-level Form ADV reports 12,966 advisors across 7,819 offices; approximately 106.9 clients per advisor, average assets per client of $476,420, and regulatory AUM of $660.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Ameriprise Financial Services, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Commodity Pool Operator or Trading Advisor
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
101 Crawfords Corner Rd, Holmdel, NJ 07733
5 advisors at this office.
Contact
The firm's filed contact details.
Official record
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