Patrick C. Bolger

Financial advisor at Edward Jones · Independence, MO

Last updated 2026-10-10

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Patrick C. Bolger is a financial advisor at Edward Jones in Independence, MO, CRD 2736681. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 1999-02-11.

Registration

CRD number
2736681
Registration status
Active
IAPD registration
1999-02-11
Industry Experience
27 years
Work Experience
30 years
States registered
MO, TX

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 1996-03 to Present · Edward D. Jones & Co., LP · Independence, MO

Current employment

SEC IAPD record for Patrick C. Bolger

Edward Jones

Regulatory AUM
$1,013,608,323,988
Registered advisors
24,147
Offices
15,412
Clients per advisor
168.5 (High)
Average AUM per client
$249.1K (Low)
High-net-worth client ratio
9.2% (Low)

Edward Jones: advisors, services and reported ETF investments

About

Patrick C. Bolger is a financial advisor at Edward Jones in Independence, MO. Reported securities licenses include Series 63 and Series 66. The latest record indicates 27 years of industry experience and 30 years of reported work history. Reported roles include Edward D. Jones & Co., LP.

SEC disclosures list additional business and community activities: Rental Property Type Of Business: Rental House Independence.

Edward Jones' firm-level Form ADV reports 24,147 advisors across 15,412 offices; approximately 168.5 clients per advisor, average assets per client of $249,085, and regulatory AUM of $1T; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; 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 Edward Jones on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • 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

Location

2406 South R D Mize Rd Ste A, Independence, MO 64057

2 advisors at this office.

Edward Jones office in Independence, MO

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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