Christopher Patterson has been an investment adviser representative at Lifeworks Advisors since October 2021, and is not listed among the firm’s executive officers or direct owners.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
Chris Patterson is Partner, Senior Advisor of Lifeworks Advisors, based in Jacksonville, Florida. He has advised clients in tax, financial and investment planning for over 25 years. Before joining Lifeworks, he ran his own tax and financial planning practice in Ponte Vedra Beach, FL, for 22 years.
Christopher Patterson’s longest registration was 11 years at Patterson Financial (2011–2022). Before joining Lifeworks Advisors in 2021, Christopher Patterson was registered through Patterson Financial and Patterson CPA Group.
- Innovative Wealth Strategies– · under a yearJacksonville, FL · Adviser representative · Firm CRD 329011
- Lifeworks Advisors, LLCCurrent– present · 5 yearsSt Johns, FL · Adviser representative · Firm CRD 288255
- Patterson Financial– · 11 yearsPonte Vedra Beach, FL · Adviser representative · Firm CRD 158095
- Patterson CPA Group– · 4 yearsPonte Vedra Beach, FL · Adviser representative · Firm CRD 158095
- Holland Advisory Services, Inc.– · under a yearPonte Vedra Beach, FL · Adviser representative · Firm CRD 136302
- Wachovia Securities, Inc.– · 1 yearPonte Vedra, FL · Adviser representative · Firm CRD 19616
Professional designations
Listed by Lifeworks Advisors
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Christopher Patterson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2021; the most recent is Texas, in January 2022.
- FloridaSince 18 October 2021
- TexasResidentSince 4 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 April 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 June 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 March 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Christopher Alan Patterson
- CRD
- 4039371
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- St Johns, FL
- Registration
- Investment adviser registration
- In the industry since
- August 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeworksadvisors.com
Where does Christopher Patterson work?
Christopher Patterson is an investment adviser representative registered through Lifeworks Advisors, LLC since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Patterson a financial advisor?
Yes. Christopher Patterson has a current investment-adviser registration in Florida and Texas, through Lifeworks Advisors since October 2021.
How many years of experience does Christopher Patterson have?
Christopher Patterson has 22 years in the financial industry, since August 2004, across 5 adviser firms.
What exams has Christopher Patterson passed?
Christopher Patterson has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in March 2001.
Where did Christopher Patterson work before Lifeworks Advisors?
Before Lifeworks Advisors, Christopher Patterson was registered through Patterson CPA Group, August 2011 to December 2015; Holland Advisory Services, Inc., May 2010 to May 2011; Wachovia Securities, Inc., March 2001 to July 2002.
Where is Christopher Patterson based?
Christopher Patterson’s registered office is in St Johns, FL.
Is Christopher Patterson registered with FINRA?
No. Christopher Patterson has no current broker registration.
How can I verify Christopher Patterson’s record?
Search CRD 4039371 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Patterson’s full registration record.
