Patrick Michael Moltane
Investment Adviser Representative at Edward Jones
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Michael Moltane is an investment adviser representative with Edward Jones in Shawnee, KS, where they have been registered since 2023, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Kansas and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Kansas, Texas
- Broker:
10 states and territories
California, Colorado, Florida, Georgia, Kansas, Michigan, Missouri, New York, Oklahoma, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesJul 2023 – no end date reportedSt Louis, MO
- Legacy Partners, Inc.Oct 2021 – Jul 2023Shawnee, KS
- JA-DEL, IncMar 2022 – Jun 2023Overland Park, KS
- Bunker Film Productions LLCJul 2021 – Jul 2021Dehli, NY
- Niagara County Community CollegeJan 2019 – May 2021Sanborn, NY
- State of New YorkAug 2015 – no end date reportedBuffalo, NY
- Niagara UniversityJan 2020 – May 2020Niagara University, NY
- D'Youville CollegeSep 2011 – Dec 2019Buffalo, NY
- East Meets West Yoga LLCFeb 2011 – Dec 2019Buffalo, NY
- Celtic Roots YogaJan 2013 – Dec 2019Buffalo, NY
- Irish Classical Theatre CompanyOct 2018 – Dec 2018Buffalo, NY
- Road Less Traveled ProductionsSep 2017 – Nov 2017Buffalo, NY
- Desbro, Inc.Oct 2016 – Nov 2016Cheektowaga, NY
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Edward Jones
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Firm account minimum
- $25,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 23,937
- Offices listed on AdvisorFinder:
- 26
- Main office:
- St. Louis, MO
- SEC file number:
- 801-3297
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Edward Jones
Showing 12 of 23,937 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Michael Moltane has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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