Advisor at Lifeworks Advisors, LLC
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Firm
Lifeworks Advisors, LLC
Location
St Johns, FL
Credentials
Series 63, Series 65
Industry experience
21 years
Christopher Patterson is a financial advisor at Lifeworks Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Innovative Wealth Strategies, St. Johns Wealth Advisors, and The Patterson CPA Group. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management and financial planning services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based “tranche” investment approach combined with factor-based and smart-beta strategies.
Based on Lifeworks Advisors, LLC
Based on Lifeworks Advisors, LLC
Financial planning fees up to $50,000 (one-time or ongoing monthly up to $4,167)
Up to 1.50% annually
St Johns, FL
Florida · Texas
Innovative Wealth Strategies, LLC
2023 - Present (3 years)
St. Johns Wealth Advisors, LLC
2021 - Present (5 years)
Lifeworks Advisors, LLC
2021 - 2023 (2 years)
The Patterson CPA Group, Inc. d/b/a Patterson Financial
2011 - 2022 (11 years)
The Patterson CPA Group, Inc.
2008 - 2021 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 66, Series 7
St. Johns, FL
FIFTH THIRD SECURITIES, Inc.
As a financial advisor, Jacob's philosophy is rooted in building lasting relationships based on trust, integrity, and personalized service. Taking a holistic approach to financial planning, Jacob understands each client has unique goals and circumstances. This provides the opportunity to create tailored solutions that align with clients' long-term objectives. Jacob's commitment is to serve as a dedicated partner in clients' financial journeys, working tirelessly towards their prosperity and peace of mind. He has worked at Fifth Third Bank and Fifth Third Securities since 2024, with prior roles at Cetera Investment Advisors LLC and Regions Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.
CFP®, Series 63, Series 65
Saint Johns, FL
Create Wealth Financial Planning LLC
CFP®
St. Augustine, FL
Palm Valley Wealth Management LLC
Hunter Kelly, CFP® is the founder of Palm Valley Wealth Management. Hunter has dedicated his career to helping clients achieve genuine financial planning that is advice-driven rather than product-driven. His approach is to take a holistic view of each client's unique story and provide strategic advice based on their goals and values. Hunter spent six years working with clients directly at a large traditional firm, earning his CERTIFIED FINANCIAL PLANNER™ designation along the way. Today, he resides in St. Augustine, Florida with his wife, Emily, and their two children, Lucas and Leah. In his free time, he enjoys grilling, spending time outdoors with his family, and socializing with friends.
Series 63, Series 65
Saint Johns, FL
Riverwood Capital Advisors, LLC
CFP®, Series 63, Series 65
St. Johns, FL
Marian Financial Services, Inc.
Series 63, Series 65
Jacksonville, FL
JLP Investments
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