Jerod Patterson
Financial Advisor
WMCP®
Jerod Patterson is a Financial Advisor in our Vancouver, Washington office. He holds a bachelor’s degree in finance with a minor in Economics and has nearly a decade of experience in the financial services industry, primarily focused on trading commodities and commodity futures. Jerod aims to help others navigate financial and retirement planning. He enjoys numbers and spreadsheets and has a passion for solving the complexities of financial planning, often referring to himself as a "nerd." Outside of work, Jerod enjoys the outdoors with his spouse, Angie. They love fitness, “glamping,” hiking, and riding their Polaris RZR. They also take their classic 1971 C-10 Chevy pickup to summer car shows and enjoy exploring the food, wine, and microbrews of the Vancouver/Portland area.
Latest Insights
When Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions
No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …
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‘No’ Is Not a Dirty Word: Setting Boundaries with Wealth
Wealth can open many doors—but it can also make it harder to say 'no.' Explore how high-net-worth individuals can set clear, confident boundaries …
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8 Wealth Preservation Strategies for High-Net-Worth Investors
In unpredictable markets, protecting your wealth requires more than caution—it demands a sophisticated, strategic approach. Here are eight ways to …
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