Jerod Patterson
Financial Advisor
Designations: 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.
Education and Certifications
Who I Best Work With
What Guides My Approach
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.
More About Jerod:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
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