Patrick
Jeffs-Catone
Golden State Wealth Management, LLC
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About this Advisor
Patrick Jeffs-Catone is a financial advisor based out of Santa Ana, California who has 10 years of industry experience. Jeffs-Catone is an advisor for Golden State Wealth Management, LLC. Throughout their career, they have worked at Lpl Financial, LLC, Golden State Wealth Management, LLC, Redwood Investment Group, Inc, Golden State Equity Partners, LLC, Lpl Financial LLC and Golden State Asset Management, LLC. Jeffs-Catone has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Washington. Golden State Wealth Management, LLC is a business operating out of Santa Ana, CA. The investment advisory business has offices in 34 locations and a total of 79 advisors. It controls $1 billion in total assets between its 5,682 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 10 charities and foundations. Of its 5,682 customer accounts, 37% are associated with high-net-worth clients who have greater than $1 million in investable assets. Golden State Wealth Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on the type of services offered. However, fees billed by Golden State Wealth Management, LLC can include some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Golden State Wealth Management, LLC Brokerage Details
$1,415,233,203
79
5,682
$249,073
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Patrick Jeffs-Catone Work History
Patrick has been registered as a financial advisor for 10 years.*
Lpl Financial LLC
Golden State Asset Management, LLC
Golden State Equity Partners, LLC
Golden State Wealth Management, LLC
Redwood Investment Group, Inc
Golden State Wealth Management, LLC
Lpl Financial, LLC
*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 Jeffs-Catone 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 Golden State Wealth Management, LLC
Santa Ana, CA
San Diego, CA
Granite Bay, CA
Santa Ana, CA
Santa Ana, CA
Calabasas, CA
Santa Ana, CA
Santa Ana, 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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