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
The Emotional Side of Estate Planning: Preparing Your Family for the Future
Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …
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The Myth of Market Timing: How Emotional Investing Can Lead to Poor Outcomes
Is your ‘gut’ in charge of making investing decisions for you? Here’s why that’s a bad strategy.
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The Top 6 Tax Planning Mistakes High-Net-Worth Investors Make (And How to Avoid Them)
Explore some of the most common tax planning missteps high-net-worth investors face—and discover strategies for optimizing your wealth.
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