Jayaprakash Patel, financial advisor Knoxville TN

Jayaprakash Patel

CRD Number: 2973297
Current Firm: Securities America Advisors, Inc.

Jayaprakash Patel (CRD# 2973297) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Knoxville, TN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors Knoxville, TN Sep 2020 - Current 1
Securities America, Inc. Knoxville, TN Sep 2020 - Current 1
Ssn Advisory, Inc. Knoxville, TN Apr 2003 - Sep 2020 17
Securities Service Network, Inc. Knoxville, TN Sep 1997 - Sep 2020 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2020
Contact Info for Jayaprakash M. Patel
Phone Number: 402-399-9111
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    45,429
    MILLIONS
  • Total Number of Accounts
    211,800
    ACCOUNTS
  • Average Account Value
    $214,492
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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