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Adam Jones

Research Analyst & Portfolio Manager

Work history

  • The Patten Group (TPG)

    Research Analyst & Portfolio ManagerCurrent (11 months)
  • Happy Feet International Flooring

    Financial StrategistAug 2023 - Jun 2024 (10 months)
  • Veritas International powered by JCF Logistics

    Chief Financial OfficerAug 2023 - Jun 2024 (10 months)
  • EPB

    Director of TreasuryJul 2007 - May 2023 (almost 16 years)
  • Patten and Patten, Inc.

    Portfolio AdministratorApr 2004 - Jun 2007 (about 3 years)
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Contact Information

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LocationUnited States, Soddy-Daisy, Tennessee

Organization

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The Patten Group (TPG)financial services · 8 employees · Chattanooga, United States

Description

The Patten Group, Inc. was formed on March 31, 2014 as part of the transition plan of Patten and Patten, Inc. Quite simply, through new leadership and state-of-the-art technology, we are creating a firm designed to provide premier service and investment advice to our diverse client base. Important Disclosures The Advisor may utilize third-party websites that include social media websites, blogs and other interactive content. The Advisor considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, the Advisor may retain a copy of information that Advisor or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Advisor or the SEC. Information provides on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by the Advisor's advisory persons after entering into an advisory agreement and provided the Advisor with all requested information about your background. While appreciated, we have been advised that accepting recommendations and endorsements is discouraged by the SEC, and, as such, do not accept them as a matter of policy. Please be wary of posting or commenting on behalf of The Patten Group, Inc. The Patten Group, Inc. is not responsible for nor does The Patten Group, Inc. condone any comments by third parties on their behalf. If you have any questions regarding these disclosures, please contact us at http://360patten.com/#contact

Company phone+14235310360

Company website360patten.com

LocationChattanooga, Tennessee, United States, 832 Georgia Ave

Industryfinancial services

Employees8

Founded at2014

LinkedInlinkedin.com/company/the-patten-group-chattanooga

Technologies
Google Analytics
Google Font API
Mobile Friendly
Outlook
reCAPTCHA
Keywords
investment
financial services
wealth management

Employee trends

This chart shows the total number of employees over time.

12.5%
6 Month Growth
12.5%
1 Year Growth
0.0%
2 Year Growth
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