Patriot Asset Advisors Employee Directory

Financial ServicesOhio, United States0-1 Employees

Private Wealth Management for Select Individuals Welcome to Patriot Asset Advisors, a Central Ohio independent wealth management and retirement planning firm. Operated by Allen Stocker, CFP® and Jonathan Taylor on old-fashioned values, the entire Patriot team is committed to providing our clients with sound investment advice and uncompromising service. We consider it an honor and a privilege to help our clients work toward achieving a “worry free” retirement. We utilize numerous investment products and strategies to help reduce taxes, generate income and preserve wealth with the goal of protecting our clients’ lifestyles for a lifetime. Patriot Asset Advisors is an independent firm with securities offered through Summit Brokerage Services, Inc., Member Finra, SIPC (www.sipc.org). Advisory Sservices offered thorugh Cetera Investment Advisers, LLC a registered Investment adviser.

Find Patriot Asset Advisors employees' phone numbers or email addresses

Patriot Asset Advisors Global Highlights

Location
Employees

North America
1

Minus sign iconPlus sign icon
  • United States Of America
    1

Patriot Asset Advisors's Leadership

  • Stylized image of a person
    A. S.
    Founder / Managing Partner
    Phone icon

Contact profiles from Patriot Asset Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. S.
    Founder / Managing Partner
    Phone icon
    United StatesOhio
    Oct 16, 2024

Frequently Asked Questions

What is Patriot Asset Advisors known for?

Minus sign iconPlus sign icon
Patriot Asset Advisors operates in the Financial Services industry. The company's main headquarters is located in 7889 East Broad Street Southwest, b P/o Box 933; you can contact the main corporate office by phone at . Explore Patriot Asset Advisors's company overview page for more information.

What is Patriot Asset Advisors's most common email format?

Minus sign iconPlus sign icon
Patriot Asset Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Patriot Asset Advisors email formats with LeadIQ.

How many employees does Patriot Asset Advisors have currently?

Minus sign iconPlus sign icon
Patriot Asset Advisors has approximately 1 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Patriot Asset Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Patriot Asset Advisors's key employees include:

  • Founder / Managing Partner: A. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.