Jack Patten

  • Financial Planner
  • Investment Advisor Representative

As a Financial Planner, Jack services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Jack can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed. 

“When it comes to preparing for the future, it’s important to work with someone who has the foresight and resources to help you navigate life’s changes successfully.”


  • Licensed to sell Life, Accident & Health insurance*
  • Holds his Series 6, 7, 63 and 65 Securities Registrations
  • Graduate of Iona University with a Bachelor of Business Administration, majoring in Finance and minoring in Economics



  • While at Iona University, he was President of the Financial Management Association (FMA) and a member of the Finance Club
  • Currently resides in Westerly, Rhode Island
  • In his free time, Jack enjoys restoring antique cars and playing golf


I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in RI

Check the background of this investment professional on FINRA’s BrokerCheck

*Some health insurance products offered by unaffiliated insurers.