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@teamgoldenstate.com
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5 phones found area 714, 818, 657, and 866
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Patrick Jeffs-Catone is listed as Founder and Chief Compliance Officer at Golden State Wealth Management, LLC, based in Anaheim, California, United States. AeroLeads shows a work email signal at teamgoldenstate.com, phone signal with area code 714, 818, 657, 866, and a matched LinkedIn profile for Patrick Jeffs-Catone.
Patrick Jeffs-Catone previously worked as Founder at Golden State Insurance Services, Llc and Founder and Chief Compliance Officer at Golden State Equity Partners, Llc. Patrick Jeffs-Catone holds B.A., Communications / Advertising from California State University, Fullerton.
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AeroLeads found 1 current-domain work email signal for Patrick Jeffs-Catone. Compare company email patterns before reaching out.
Patrick is the Chief Compliance Officer for several registered investment advisory firms, bringing extensive experience and a deep commitment to regulatory compliance and ethical governance. He ensures that the firms adhere to SEC regulations, mitigate compliance risks, and foster a culture of transparency and integrity.With over a decade of experience, Patrick is adept at navigating complex regulatory environments and implementing effective compliance programs. His proactive approach and strategic planning enable him to create robust compliance frameworks that support the firm's growth and regulatory requirements. His meticulous attention to detail ensures thorough risk assessment and compliance monitoring.Outside of his professional responsibilities, Patrick is passionate about community engagement through various philanthropic activities. He believes in making a positive impact and strives to instill these values in his family. As a husband and father of two, he loves spending quality time with his loved ones, exploring Southern California's vibrant culture, and engaging in activities that promote well-being and personal growth.Patrick also has a strong interest in international travel and culinary arts, which allows him to experience and appreciate diverse cultures and flavors. These experiences enhance his personal and professional life, providing fresh perspectives and insights that he integrates into his work.In addition to his compliance expertise, Patrick is always open to exploring new business partnerships and ventures, both within the financial industry and beyond. He values collaboration and is eager to work with others who share a passion for innovation and growth. He is also dedicated to personal development, continually seeking opportunities to learn and improve in both his professional and personal life. Patrick embodies the principles of respect, compassion, and sensitivity in all his interactions.Despite being blind, Patrick has never let his disability define his capabilities. Instead, it has driven his determination to excel in his career and contribute meaningfully to his community. His journey underscores resilience and the belief that with the right mindset and support, any challenge can be overcome.
Listed skills include Alternative Investments, Microsoft Word, Real Estate, Marketing, and 9 others.
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South Coast Metro, CA, US
Welcome to Golden State Wealth Management, a family of establishedfinancial advisors with a pride in putting our clients’ interests first.Beginning in Northern California’s Mendocino County in 2005, GSWM is a wealthmanagement firm designed to cater to the unique demands of growth-drivenfinancial professionals through supported independence and practice.
Patrick is a Registered Representative with and Securities and offered through LPL Financial, Member FINRA/SIPC. See links to FINRA/SIPC in contact section.Investment advice offered through Golden State and/or Redwood Investment Group, Registered Investment Advisors. Golden State, Redwood Investments and LPL Financial are separate entities.Third party.
Patrick is a Registered Representative with and Securities and offered through LPL Financial, Member FINRA/SIPC. See links to FINRA/SIPC in contact section.Investment advice offered through Golden State and/or Redwood Investment Group, Registered Investment Advisors. Golden State, Redwood Investments and LPL Financial are separate entities.Third party.
Patrick is a Registered Representative with and Securities and offered through LPL Financial, Member FINRA/SIPC. See links to FINRA/SIPC in contact section.Investment advice offered through Golden State and/or Redwood Investment Group, Registered Investment Advisors. Golden State, Redwood Investments and LPL Financial are separate entities.Third party.
You’ve spent a lifetime patiently saving your retirement assets. You deserve an advisory partner dedicated to helping you pursue everything that is important to you.Serving a select group of successful individuals and families nationwide, Redwood Investments provides comprehensive financial planning, coupled with experienced client portfolio management.
Collaborative role in a portfolio management firm providing investment advisory services to affluent clients nationwidewith diverse product offerings including; stocks, bonds, mutual funds, annuities and insurance.
Brooklyn, New York, US
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Patrick Jeffs-Catone works for Golden State Wealth Management, LLC.
Patrick Jeffs-Catone is listed as Founder and Chief Compliance Officer at Golden State Wealth Management, LLC.
AeroLeads has found 1 work email signal at @teamgoldenstate.com for Patrick Jeffs-Catone at Golden State Wealth Management, LLC.
AeroLeads has found 5 phone signal(s) with area code 714, 818, 657, 866 for Patrick Jeffs-Catone at Golden State Wealth Management, LLC.
Patrick Jeffs-Catone is based in Anaheim, California, United States while working with Golden State Wealth Management, LLC.
Patrick Jeffs-Catone has worked for Golden State Wealth Management, Llc, Golden State Insurance Services, Llc, Golden State Equity Partners, Llc, Golden State Asset Management, Llc, and Redwood Investments.
You can use AeroLeads to view verified contact signals for Patrick Jeffs-Catone at Golden State Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
Patrick Jeffs-Catone holds B.A., Communications / Advertising from California State University, Fullerton.
Patrick Jeffs-Catone is listed with skills including Alternative Investments, Microsoft Word, Real Estate, Marketing, Investments, Asset Management, Negotiation, and Fixed Annuities.
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