Patrick Tessier has been an investment adviser representative at AMJ Financial Wealth Management since February 2024, and is not listed among the firm’s executive officers or direct owners. Patrick Tessier holds a Degree in Finance with a concentration in Financial Technology and Analytics from James Madison University.
Amj Financial Wealth Management LLC is a Leesburg, VA firm with $482M under management, 470 clients and 7 advisers in one office, as of its March 2026 filing.
Patrick Tessier is Portfolio Analyst II of AMJ Financial Wealth Management. He joined the team as a portfolio analyst in 2023 and supports the chief investment officer and portfolio manager with trading and research, as well as preparing reports and helping with client presentations.
- – present · 2 yearsLeesburg, VA · Adviser representative · Firm CRD 162878
Investment adviser representative registrations
Patrick Tessier is registered as an investment adviser representative in Virginia, since February 2024.
- VirginiaSince 19 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 February 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Patrick Daniel Tessier
- CRD
- 7706250
- Firm
- AMJ Financial Wealth Management · CRD 162878
- Office
- 44160 SCHOLAR PLAZA, SUITE 490, Leesburg, VA 20176
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- amjfinancial.com
Where does Patrick Tessier work?
Patrick Tessier is an investment adviser representative registered through Amj Financial Wealth Management LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Tessier a financial advisor?
Yes. Patrick Tessier has a current investment-adviser registration in Virginia, through AMJ Financial Wealth Management since February 2024.
How many years of experience does Patrick Tessier have?
Patrick Tessier has 2 years in the financial industry, since February 2024, across 1 adviser firm.
What exams has Patrick Tessier passed?
Patrick Tessier passed the Series 65 in February 2024.
Where is Patrick Tessier based?
Patrick Tessier’s registered office is in Leesburg, VA.
Is Patrick Tessier registered with FINRA?
No. Patrick Tessier has no current broker registration.
How can I verify Patrick Tessier’s record?
Search CRD 7706250 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Tessier’s full registration record.