As TradePMR’s Chief Product Officer, Jon Patullo plays a critical role in shaping the product landscape and enhancing the advisor experience. With direct oversight of technology innovation, including the Fusion technology platform and integration strategy, Patullo drives innovation and user-centric development to meet the evolving needs of independent RIAs.
Throughout the course of a career spanning over two decades, Patullo has been a pioneer in the advisor-technology landscape, helping shape the collaborative approach that drives numerous integration strategies across the WealthTech landscape. His journey began as the inaugural vice president of technology solutions at TD Waterhouse, where he orchestrated the pivotal transition of the institutional business’ technology following the merger with Ameritrade. Ascending through senior technology product roles within TD Ameritrade, Patullo left an indelible mark on all technology, notably playing a pivotal role in the successful launch of the VeoOne platform becoming one of the first custody platforms to open up APIs to third-party vendors. Following the acquisition by Charles Schwab, he assumed a leadership position overseeing all TDA Institutional platforms, digital trading for both firms and integrations for the combined entity, further solidifying his leadership in the industry.
Hailing from Keller, Texas, Patullo was recognized in 2019 as a CTO of the Year by WealthManagment.com and holds a Bachelor of Science degree from Rider University. He has also completed the Securities Industry Institute program at Wharton School of Business and the Strategic Negotiations program at Harvard Business School. He holds Series 7, 9, 10 and 63 securities licenses.
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Sources and Disclosures
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019
5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.
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