Jyote Patel (CRD# 6613146) is an Investment Advisor Representative working at Harbor Wealth Management in Boynton Beach, FL and has over 8 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harbor Wealth Management | Cinnaminson, NJ | Jan 2016 - Current | 8 |
| Create A Bela Life Coaching | Cinnaminson, NJ | Sep 2013 - Current | 10 |
| Harbor Wealth Management | Garden City, NY | May 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- FL
- NJ
- NY
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts19ACCOUNTS
-
Average Account Value$481,525
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, NJ, NY
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