Jim Patterson - NFS

Jim Patterson - NFS Jim Patterson is a true veteran in regards to financial education. James L. National Financial Services, Inc. is independent of Equity Services, Inc.

Jim began his career assisting individuals and families, but has since expanded his practice to be extremely effective when creating tax efficient strategies for business owners and their key employees. Jim has over 16 years of industry experience and prides himself on working with individuals, families as well as successful business owners. He maintains a "hands on" approach while tailoring his s

olutions to each clients' unique situation. Being an insurance and investment specialist for over a decade has enabled Jim with the knowledge and experience to offer a suite of financial solutions to his clients. Patterson, III is a Registered Representative of, and securities are offered solely by Equity Services, Inc., Member FINRA/SIPC, 4401 Starkey Road, Roanoke, VA 24018 540 989-4600. CA Insurance License No. 0L79540. TC114396(0526)3

I am licensed to sell insurance in: VA, MI, NC, NY, WV

I am licensed to sell securities in: VA, CA, MD, NC, NY, SC, WV

Here are a few life insurance basics everyone should know: Term: coverage for a set period of timePermanent: long-term p...
08/14/2026

Here are a few life insurance basics everyone should know:
Term: coverage for a set period of time
Permanent: long-term protection with the ability to accumulate cash value
The right policy depends on your goals, budget, and long-term needs.

Knowledge is the first step to peace of mind.

Financial confidence doesn't come from having all the answers. It comes from taking the time to learn, ask questions, an...
08/14/2026

Financial confidence doesn't come from having all the answers. It comes from taking the time to learn, ask questions, and make informed decisions.

In recognition of National Financial Awareness Day, consider setting aside time to review your financial goals, learn more about your options, or revisit plans you've put off.

Every conversation is an opportunity to build greater confidence in your financial future. Let's connect.

The start of a new school year comes with plenty of checklists.School supplies. Schedules. Activities.It's also a good r...
08/08/2026

The start of a new school year comes with plenty of checklists.
School supplies. Schedules. Activities.

It's also a good reminder to check in on your family's financial strategy.
If life has changed over the past year—a growing family, a new home, or a new job—it may be worth reviewing your life insurance coverage to make sure it still aligns with your goals and the people you love.

Considering getting life insurance and wondering what to expect of your first meeting with me? Let’s make it simple! 1....
07/31/2026

Considering getting life insurance and wondering what to expect of your first meeting with me? Let’s make it simple!
1. We talk about your goals
2. We review your current coverage (if any)
3. We identify options that fit your needs

Ready to begin? Let's connect!

Your money is an important tool. Thoughtful financial decisions today can provide long-lasting security for you and thos...
07/20/2026

Your money is an important tool. Thoughtful financial decisions today can provide long-lasting security for you and those you love.

A life insurance policy is more than paperwork. It’s a promise to protect. I’m here to help you make that promise to you...
07/17/2026

A life insurance policy is more than paperwork. It’s a promise to protect. I’m here to help you make that promise to your future self and your loved ones. Let’s talk!

July is Disability Pride Month, a reminder that disability can touch anyone at any stage of life and that every person h...
07/09/2026

July is Disability Pride Month, a reminder that disability can touch anyone at any stage of life and that every person has unique strengths, talents, and contributions.

It's also an opportunity to think about the unexpected. Preparing for life's "what ifs" can help protect the people who matter most and provide greater financial confidence when challenges arise.

I'm proud to be part of National Life Group, where we're committed to fostering a culture of inclusion, belonging, and support while helping families protect what they've built. Because when life changes, having the right protection can make all the difference and bring greater peace of mind.

Every day I get to help families protect their financial future and build financial stability. That’s something to raise...
07/03/2026

Every day I get to help families protect their financial future and build financial stability. That’s something to raise a cup of coffee to!

Cognitive health changes can impact more than medical decisions, they can affect financial decisions, too. June is Alzhe...
06/25/2026

Cognitive health changes can impact more than medical decisions, they can affect financial decisions, too. June is Alzheimer’s & Brain Awareness Month. It’s a reminder that planning ahead can help protect family members if life takes an unexpected turn.

We’re about halfway through the year! It’s a good time to pause for a mid-year check-in to make sure your life insurance...
06/16/2026

We’re about halfway through the year! It’s a good time to pause for a mid-year check-in to make sure your life insurance coverage and retirement income plans are still aligned with your life & goals.

Address

4401 Starkey Road
Roanoke, VA
24018

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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