Patrick Hogan

Advisor at Edward Jones

Claim profile

Credentials

Series 66

Edward Jones logo

Firm

Edward Jones

Location

North Smithfield, RI 02896-6860

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business succession planning General estate planning guidance

Occupation focus

Executive Founder/Business Owner

Work history

Edward Jones

2023 - Present (3 years)

ENE Systems Inc

2015 - 2023 (8 years)

Similar advisors near Patrick

Sue D

CFP®

Wrentham, MA

New Shore Financial LLC

New Shore Financial was born from my passion to help professional women navigate the challenges associated with financial changes in their lives. Too often, I see women who have remained hands-off or simply have no time when it comes to their family finances. When faced with new choices or challenges, they are not sure which is the best financial decision given their personal circumstances. I am committed to helping women understand and take control of their financial life. As a young woman, it was important for me to be financially independent. I remember hiring my first CPA to do my taxes and my father saying, “Don’t just file those away. Look them over and get an understanding of what’s going on”. I heeded his advice and learned I actually enjoyed diving into the numbers. I found that I had a strong interest in personal finance. I enjoyed reading about it, learning new strategies and implementing what I learned in my own financial life. My strengths and interests came together for me in a career path that allows me to help others navigate their own finances in a way they can understand, implement and feel confident about.

Equity Recipients (RS/RSU, SOP, ESPP) Sales Professional Women Professionals Gen X (Born 1965-1980)

Paolo C

CFP®, Series 66

Greenville, RI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner

Linda F

Series 66

Rehoboth, MA

Edward Jones

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Kevin J

Series 66

Franklin, MA

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance

Kelley B

Series 66

North Providence, RI

Edward Jones

Karen L

Series 63, Series 66

Providence, RI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner LGBTQIA Intergenerational Families

Claim this profile

Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.

Claim profile
© 2026 Warmer Holdings Inc. (“Warmer”)
Terms of Service and Advisory Agreement Privacy Policy Form ADV Brochure Form CRS
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent fiduciary advisors. Our advice is limited to these digital matches—we do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments. Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services. For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor’s Form ADV and do your own diligence before entering into an advisory relationship. By using our service, you agree to Warmer’s Terms of Service and Advisory Agreement and Privacy Policy.
Logos provided by Logo.dev