Our Team

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J. Jarrod Patterson, AAMS - Financial Consultant / Investment Adviser Representative

Jarrod Patterson is the president and founder of J. Patterson Group, Inc., a corporation offering investment guidance to institutions, high net worth families, retired financial advisers, and trusts through Momentum Independent Network. 

Prior to founding J.Patterson Group in 2008, Mr. Patterson was with Merrill Lynch Pierce Fenner & Smith, Inc. and completed a formal 2-year training program at A.G. Edwards & Sons that began in 2004.

Mr. Patterson is a graduate of the University of Texas at Arlington, where he received a B.B.A in Finance with "Magna Cum Lade" honors and became member of the Sigma Chi Fraternity. He is a General Securities Representative and holds the Combined Securities State Registration (Series 7 and 66).

When not in the office, you can find him reading, golfing, coaching youth sports, or spending time at the lake with his family.

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Charles (Charlie) A. Brown - Financial Adviser  

J. Patterson Group is pleased to announce a strategic partnership with Charles Brown.   

Charlie and Jarrod work closely together in managing institutional and trust portfolios. Charlie has over 49 years of experience in fixed income markets and is an invaluable member of the team.   

Charlie has been with Momentum Independent Network since 1996.  Charlie maintains a Series 7, Municipal Securities Principal Series 53, General Securities Principal Series 24, Interest Rate Options Series 5, and several other licenses.  

When he's not working with clients, you can find him spending time with family in La Grange, Texas, volunteering with his wife Teresa (executive director of the local animal Shelter), riding motorcycles, and working on his 1932 Ford Hotrod.  

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Davis Hardin - Financial Consultant / Investment Adviser Representative

Davis helps develop and deploy investment strategies based on the client's risk tolerance, time horizon, and investment objectives.

Davis is committed to providing clients with trusted advice and exceptional service. Prior to joining J. Patterson Group, Davis acted as the main point of contact for 200+ Independent Financial Advisers and their clients across the U.S.

Davis graduated from the University of Alabama in 2015 with a degree in Finance and is currently on the journey of earning the CFP® certification. He is also a General Securities Representative and holds the Combined Securities State Registration (Series 7, 66, and 63).

When not in the office, you can find him spending time with his wife, traveling, or supporting local sports teams.

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Justus Winkler - Client Service Associate

Justus is committed to ensuring client satisfaction by providing exceptional customer service for the J. Patterson Group. He is responsible for clerical duties that are essential in fulfilling client expectations. 

Justus graduated magna cum laude from the University of North Texas in 2021 and is currently earning his license to become an investment adviser representative.

Outside the office, Justus enjoys playing guitar, spending time with friends and family, and attending concerts.

 

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