Patrick Jarrell (CRD# 7287532) is an Investment Advisor Representative working at Emerson Equity LLC in El Segundo, CA and has over 3 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Emerson Equity LLC | San Mateo, CA | Sep 2021 - Current | 2 |
| Perch Wealth | Irvine, CA | Aug 2021 - Aug 2023 | 2 |
| Bank Of America, N.a. | Los Angeles, CA | Sep 2020 - Aug 2021 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles, CA | Aug 2020 - Aug 2021 | 1 |
| Unemployed | Manhattan Beach, CA | Nov 2019 - Aug 2020 | < 1 |
| The H Wood Group | West Hollywood, CA | Sep 2017 - Nov 2019 | 2 |
| University Of Southern California | Lod Angeles, CA | Jul 2018 - May 2019 | < 1 |
| California State University | Los Angeles, CA | Aug 2017 - Jul 2018 | < 1 |
| Rustic Root | San Diego, CA | Feb 2016 - Jul 2017 | 1 |
| Fluxx Nightclub | San Diego, CA | Aug 2014 - Feb 2016 | 1 |
| Pacers Intl. Showgirls | San Diego, CA | Oct 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- CA
- NV
-
Total Assets Under Management176MILLIONS
-
Total Number of Accounts1,037ACCOUNTS
-
Average Account Value$169,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, SD, TX, UT, VA, WA, WI
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