Patrick
Jarrell
Emerson Equity LLC
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About this Advisor
Patrick Jarrell is a financial advisor operating in El Segundo, California with a total of 2 years of industry experience. Jarrell is an employee of Emerson Equity LLC. During their career, Jarrell has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, The H Wood Group, Rustic Root, Fluxx Nightclub, Pacers Intl. Showgirls, California State University, University Of Southern California, Bank Of America, N.A, Emerson Equity LLC and Perch Wealth. Jarrell has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California and Nevada. Emerson Equity LLC is a financial advisory business based out of San Mateo, CA. The company has offices in nine locations and a total of 208 people on staff. It administers $189 million in total assets among its 526 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 526 customer accounts, 15% are held by high-net-worth clients who have at least $1 million in assets. Emerson Equity LLC has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically depend on the services offered. Fee types billed by Emerson Equity LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Emerson Equity LLC Brokerage Details
$189,338,704
208
526
$359,960
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Patrick Jarrell Work History
Patrick has been registered as a financial advisor for 2 years.*
Emerson Equity LLC
Perch Wealth
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
University Of Southern California
The H Wood Group
California State University
Rustic Root
Fluxx Nightclub
Pacers Intl. Showgirls
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Jarrell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Emerson Equity LLC
Irvine, CA
San Mateo, CA
Irvine, CA
Irvine, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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