John Patterson

Background

About John Patterson

For over 28 years, I’ve helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services that my clients and their families deserve. I work with high-net-worth individuals, families, and businesses to provide integrated wealth management and planning strategies. Integrity, objective guidance, attention to detail, and unwavering concern for the well being of my clients are the hallmarks of my client service model. I earned my B.A. in Communications, Advertising from California State University, Fullerton and hold the Series 7, 63, and 65 registrations. Giving back to the community is important to me. I’m proud to have served on the boards of the United Way of the Inland Valleys, CYSA, Rotary International, American Red Cross, AYSO, Make a Wish Foundation, and the Greater Riverside Chambers of Commerce. My wife and I have two children and reside in Redlands and are very active within the community. I am currently interviewing new clients and appreciate your referrals. California Insurance License # 0B27524 Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: