Patrick James Frederick I Email & Phone Number
area 619
LinkedIn matched
Who is Patrick James Frederick I? Overview
A concise factual answer block for searchers comparing this professional profile.
Patrick James Frederick I is listed as Wealth Management Advisor at U.S. Bancorp Advisors, based in Vancouver, Washington, United States. AeroLeads shows phone signal with area code 619 and a matched LinkedIn profile for Patrick James Frederick I.
Patrick James Frederick I previously worked as Vice President of Investments & Private Client Advisor at J.P. Morgan Wealth Management at J.P. Morgan and Merrill Financial Solutions Advisor at Merrill Lynch. Patrick James Frederick I holds Bachelor’S Degree, Major In Finance Minor In Informational Systems from George Fox University.
Email format at U.S. Bancorp Advisors
This section adds company-level context without repeating Patrick James Frederick I's masked contact details.
Review company-level records connected to Patrick James Frederick I before choosing the right outreach path.
About Patrick James Frederick I
I am a Vice President of Investments & Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest to reach their goals. I have nearly three years of experience in financial services. Prior to this role, I was an Advisor at Merrill Lynch. I joined J.P. Morgan in 2024. I hold the required FINRA Series 7 & 66, life & health insurance licenses and do business with residents of Oregon, Washington, Texas, and Montana.I graduated from George Fox University with a Bachelor’s degree in Finance. I am located in Vancouver and North Portland. I have lived in the Pacific Northwest over 10 years after moving here from my hometown of San Diego. I have a passion for finance. My hobbies include Golfing working out and hiking. I can help with your many financial needs, including: • Creating a strategy to reach your financial goals • Checking in on your investment portfolio • Managing through life changes • Planning for retirement on your terms • Balancing many goals, such as retirement and education.
Listed skills include Microsoft Office, Microsoft Excel, Leadership, Public Speaking, and 15 others.
Patrick James Frederick I's current company
Company context helps verify the profile and gives searchers a useful next step.
Patrick James Frederick I work experience
A career timeline built from the work history available for this profile.
Role listed
Vice President Of Investments & Private Client Advisor At J.P. Morgan Wealth Management
Patrick Frederick is Vice President of Investments & Private Client Advisor with J.P. Morgan Wealth ManagementElectronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co (JPMC)., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ●NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ●MAY LOSE VALUE JPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin © 2024 JPMorgan Chase & Co. All rights reserved
Merrill Financial Solutions Advisor
Field Financial Solutions Advisor
New Business Account Executive
Developed and managed experienced agency client base. Addressed every day client needs with energized customer service. This included collection and processing payments, creating insurance packages for prospective and current clients, coaching clients on their insurance options, and researching client questions on existing or recommended insurance products. Follow up on communication from underwriting. Facilitating claims for the client and handled them to the appropriate claims department with upfront and clear expectations. Achieved agency goals in both growth and retention of clients.
Senior West Carrier Sales Rep
West Coast Dry Van Account Manager
Coyote Logistics is one of America's top third person logistics company. We specialize in all forms of over the road logistics to fit both the carrier and the customer's needs. Collected daily carrier availability and matched to clientele freight needs. Negotiated with carriers to maximize goals.Coordinated communication from carrier and current progress on project to customers.Analyzed submitted paperwork before invoice process to avoid complications with payment to carrier.
Managenent Trainee Intern
Enterprise rent a car is the world's largest rental car company. As an intern for their management trainee program I had the opportunity to see what it takes to be a part of it. Stationed at the Hollywood location in North East Portland, I experienced one of the biggest and busiest branch's in the Portland downtown area.Enabled customers to drive the preferred rental car for their needs. Clarified the expectation of the rental car process and created appropriate expectations to our clients. Scheduled times to pick up or drop off rental car. Processed payments for down payment and final payment of the rental. Kept up excellent customer service to match service quality goals. Cross sold additional products such as protection for the vehicle.
Finance Manager
The Crescent is George Fox's only school newspaper. It is used as a platform for students to keep up with news around campus and let students write interesting articles. My job was to keep the department within its budget and help raise funds the best I can. I had to keep track of all department expenses, and connect with business to advertise in the paper at a mutual beneficial price.
Car Salesman
El Cajon Mitsubishi, is Mitsubishi's number one volume seller in the southern California area. When I was a salesman here I had to strive to excel in customer service, negotiation and great time management. Another thing is that as a salesman, I had to be very self motivated and self managed yet I was on a team of other salesman and had to still work as a team.
Patrick James Frederick I education
-
George Fox University
Frequently asked questions about Patrick James Frederick I
Quick answers generated from the profile data available on this page.
What company does Patrick James Frederick I work for?
Patrick James Frederick I works for U.S. Bancorp Advisors.
What is Patrick James Frederick I's role at U.S. Bancorp Advisors?
Patrick James Frederick I is listed as Wealth Management Advisor at U.S. Bancorp Advisors.
What is Patrick James Frederick I's phone number?
AeroLeads has found 2 phone signal(s) with area code 619 for Patrick James Frederick I at U.S. Bancorp Advisors.
Where is Patrick James Frederick I based?
Patrick James Frederick I is based in Vancouver, Washington, United States while working with U.S. Bancorp Advisors.
What companies has Patrick James Frederick I worked for?
Patrick James Frederick I has worked for U.S. Bancorp Advisors, U.S. Bancorp Investments, Inc., J.P. Morgan, Merrill Lynch, and Brian Koenig - State Farm Insurance Agent.
How can I contact Patrick James Frederick I?
You can use AeroLeads to view verified contact signals for Patrick James Frederick I at U.S. Bancorp Advisors, including work email, phone, and LinkedIn data when available.
What schools did Patrick James Frederick I attend?
Patrick James Frederick I holds Bachelor’S Degree, Major In Finance Minor In Informational Systems from George Fox University.
What skills is Patrick James Frederick I known for?
Patrick James Frederick I is listed with skills including Microsoft Office, Microsoft Excel, Leadership, Public Speaking, Customer Service, Customer Relations, Research, and Social Media.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial