RJ Patterson Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$135,893,539
Clients
189
Advisors
3
of 5 employees
About
RJ Patterson Group provides discretionary investment management, financial planning, and participant-account services to individuals (including high‑net‑worth clients), retirement plan participants, and corporations. The firm also offers a subscription‑based Emerging Professional Program for early‑career clients and manages held‑away participant accounts through the Pontera order management platform.
The firm’s investment process relies on fundamental analysis with a value‑oriented equity approach and diversified use of ETFs, mutual funds, individual equities, and fixed‑income securities across conservative, moderate, and aggressive model allocations. RJP may use third‑party managers (TAMPs) and outsourced trading services (AIM/Advyzon) to implement model portfolios and regularly rebalances accounts in line with client objectives and risk tolerances.
Distinctive features disclosed in the brochure include a 50% ownership interest in an affiliated accounting/tax entity (RJP Tax, LLC), reciprocal referral relationships with that affiliate, and participation in paid third‑party referral and advertising platforms such as SmartVestor (Ramsey Solutions) and SmartAsset (including training, membership, and territory fees to receive client leads). The firm’s regulatory disclosures also note the founder’s dual registration as a broker‑dealer representative and insurance agent, and the use of third‑party platforms and endorsements in its referral/advertising arrangements, which RJP discloses as potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Flat fees charged for financial planning services, amount varies depending on scope and complexity
$0 - $5,000,000: 1.00% annually $5,000,001 - $8,000,000: 0.90% annually $8,000,001 - $10,000,000: 0.80% annually Over $10,000,000+: Negotiable
Insurance and securities commissions received by Mr. Patterson from sales of securities and investment products
$250 per hour for financial planning and consultation services
Emerging Professional Program subscription fee $200 per month (negotiable), waived for investment management clients with portfolios of $500,000 or more
Fee-only: Financial planning and consultation services charged on hourly or flat fee basis; hourly rate $250/hour; Emerging Professional Program $200/month (negotiable)
Main office
402 West Broadway, Suite 2600
San Diego CA 92101
Advisors at this office
3
Most active in
California · Texas
Also doing business as
Patterson, Robert James · Rj Patterson Capital Investment Group Inc. · Rj Patterson Capital Investment Group, Inc · Rj Patterson Group · Rjpcig
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kameron B
Series 65
San Diego, CA
RJ Patterson Group
Kameron Barzegar is a financial advisor at RJ Patterson Group with four years of industry experience. He holds a Series 65 designation and has worked at RJ Patterson Capital Investment Group since 2020. His prior experience includes roles at the University of Arizona and Euro Sport Auto. RJ Patterson Group provides discretionary investment management, financial planning, and participant-account services to individuals, retirement plan participants, and corporations. The firm employs a value-oriented equity approach with diversified investments and offers a subscription-based Emerging Professional Program for early-career clients.
Malek H
Series 65
San Diego, CA
RJ Patterson Group
Malek Hage Hassan is a financial advisor at RJ Patterson Group with a Series 65 designation and one year of industry experience. Prior to joining RJ Patterson Group, he held various roles in education and retail, including positions at Mira Mar Community College and Floor and Decor. RJ Patterson Group provides discretionary investment management, financial planning, and participant-account services to individuals, retirement plan participants, and corporations. The firm emphasizes a value-oriented equity approach combined with diversified use of ETFs, mutual funds, individual equities, and fixed-income securities across different risk profiles.
Robert P
Series 66
San Diego, CA
RJ Patterson Group
Robert Patterson is a financial advisor with RJ Patterson Group in San Diego, CA, holding a Series 66 designation and 27 years of industry experience. He has been with RJ Patterson Capital Investment Group, Inc. since 2016 and Purshe Kaplan Sterling since 2014. RJ Patterson Group provides discretionary investment management, financial planning, and participant-account services to individuals, retirement plan participants, and corporations. The firm uses a value-oriented equity approach combined with diversified ETFs, mutual funds, individual equities, and fixed-income securities, and it offers specialized programs for early-career clients.
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