Jetoon Patel, financial advisor Las Vegas NV
78 score

Jetoon Patel

CRD Number: 5484143
Current Firm: Independent Financial Partners

Jetoon Patel (CRD# 5484143) is an Investment Advisor Representative working at Independent Financial Partners in Las Vegas, NV and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Las Vegas, NV Jun 2014 - Current 2
Lpl Financial, LLC Las Vegas, NV Mar 2014 - Current 2
Legacy Insurance Group Las Vegas, NV Feb 2014 - Current 2
Lpl (christine Soscia's Office) Las Vegas, NV Oct 2012 - Mar 2014 1
Eco Insurance Group Las Vegas, NV Jan 2011 - Feb 2014 3
Smart Money Matters Las Vegas, NV Dec 2007 - Nov 2010 2
Nevada Credit Union Las Vegas, NV Apr 2006 - Dec 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jetoon Patel
Phone Number: 813-341-0960
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

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BADGES
78

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