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Patrick James Frederick I Email & Phone Number
Vice President of Investments & Private Client Advisor at J.P. Morgan Wealth Management
at
U.S. Bancorp Investments, Inc.
2 phones found
area 619
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President of Investments & Private Client Advisor at J.P. Morgan Wealth Management
Location
Vancouver, Washington, United States
Company size
Who is Patrick James Frederick I? Overview
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Quick answer
Patrick James Frederick I is listed as Vice President of Investments & Private Client Advisor at J.P. Morgan Wealth Management at U.S. Bancorp Investments, Inc., a company with 881 employees, 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.
Company email context
Email format at U.S. Bancorp Investments, Inc.
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U.S. Bancorp Investments, Inc.
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Profile bio
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.
Current workplace
Patrick James Frederick I's current company
Company context helps verify the profile and gives searchers a useful next step.
U.S. Bancorp Investments, Inc.
Employees
881
AeroLeads page
10 roles
Patrick James Frederick I work experience
A career timeline built from the work history available for this profile.
Vice President Of Investments & Private Client Advisor At J.P. Morgan Wealth Management
Current- 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.
- 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.
Jan 2024 - Present
Merrill Financial Solutions Advisor
Dec 2022 - Nov 2023
Field Financial Solutions Advisor
Nov 2021 - Dec 2022
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.
Mar 2020 - Aug 2021
Senior West Carrier Sales Rep
Jan 2019 - Oct 2019
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.
Jun 2018 - Dec 2018
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.
Jun 2017 - Sep 2017
Finance Manager
George Fox Crescent
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.
Aug 2016 - May 2017
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.
May 2016 - Aug 2016
1 education record
Patrick James Frederick I education
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George Fox University
FAQ
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 Investments, Inc..
What is Patrick James Frederick I's role at U.S. Bancorp Investments, Inc.?
Patrick James Frederick I is listed as Vice President of Investments & Private Client Advisor at J.P. Morgan Wealth Management at U.S. Bancorp Investments, Inc..
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 Investments, Inc..
Where is Patrick James Frederick I based?
Patrick James Frederick I is based in Vancouver, Washington, United States while working with U.S. Bancorp Investments, Inc..
What companies has Patrick James Frederick I worked for?
Patrick James Frederick I has worked for U.S. Bancorp Investments, Inc., J.P. Morgan, Merrill Lynch, Brian Koenig - State Farm Insurance Agent, and Coyote Logistics.
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 Investments, Inc., 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.
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