Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Sparta, IL 62286
Raymond James Financial
Institution
Jacob Patton is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes positions at Commonwealth Financial Network and First National Bank of Sparta. He has also spent time in educational roles at the University of Mississippi and Mater Dei Catholic High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to support tailored, non-discretionary planning and consulting, and is noted for its municipal advisory affiliation and specialized retirement plan consulting programs.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Sparta, IL
101 W Broadway St
Sparta IL 62286
Advisors at this office
2
Illinois
< 1 year of industry experience
Raymond James Financial
2026 - Present • 1 year
Sparta, IL
Patton Wealth Management
2026 - Present • 1 year
Sparta, IL
First National Bank of Sparta
2026 - Present • 1 year
Sparta, IL
Raymond James Financial Services, Inc.
2025 - Present • 1 year
Sparta, IL
Commonwealth Financial Network
2023 - 2025 • 2 years
Sparta, IL
Patton Wealth Management/ First National Bank of Sparta
2023 - 2025 • 2 years
Sparta, IL
University of Mississippi
2022 - 2026 • 4 years
University, MS
The Maschhoffs
2021 - 2022 • 1 year
Carlyle, IL
Mater Dei Catholic High School
2019 - 2023 • 4 years
Breese, IL
Unemployed
2014 - 2021 • 7 years
Bartelso, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Sparta, IL
D.A. Davidson & Co.
Suzanne Evans is a financial advisor at D.A. Davidson & Co. with eight years of industry experience and holds the Series 66 designation. She has been with D.A. Davidson & Co. since 1998. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.
Series 66
Sparta, IL
LPL Financial
Timothy Stamps is a financial advisor at LPL Financial with five years of industry experience and holds the Series 66 designation. His prior work includes roles at Private Client Services, Kestra Advisory Services, Kestra Investment Services, and CRDN of Greater St. Louis. He is also a notary in Sparta, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Series 66
Steeleville, IL
LPL Financial
Tyler Thompson is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at The Boeing Company for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by research and advisor tools.
Series 66
Steeleville, IL
LPL Financial
Katie Keller is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has worked at Regions Bank and Howell Financial Services, Inc. prior to joining LPL in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by various operational and research tools.
Series 63, Series 65
Steeleville, IL
LPL Financial
Chris Mincheff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.
Series 63, Series 65
Steeleville, IL
LPL Financial
Michael Howell is a financial advisor at LPL Financial with 28 years of experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 1998. In addition to his advisory role, Howell practices law focusing on elder law and estate planning and serves as controller for the Amateur Trapshooting Association, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by both proprietary research and third-party subadvisors.
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