Rishi PatelCRD Number: 6321283
Current Firm: J.p. Morgan Securities LLC
Rishi Patel (CRD# 6321283) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 3 years of experience in the finance industry.
Hedgefield Wealth Management LLC
Cravens Brothers Private Wealth Management LLC
Patton Fund Management, Inc.
|Jpmorgan Chase Bank, N.a.||Plano, TX||Apr 2020 - Current||< 1|
|J.p. Morgan Securities LLC||Plano, TX||Apr 2020 - Current||< 1|
|Unemployed||Dallas, TX||Dec 2019 - Mar 2020||< 1|
|Fisher Investments||Plano, TX||Sep 2019 - Nov 2019||< 1|
|Unemployed||Houston, TX||Apr 2019 - Aug 2019||< 1|
|Invesco Distributors, Inc.||Houston, TX||Oct 2018 - Mar 2019||< 1|
|Invesco Advisors, Inc.||Houston, TX||Oct 2018 - Mar 2019||< 1|
|Invesco Ltd||Houston, TX||Oct 2018 - Mar 2019||< 1|
|Institutional Asset Distributors, LLC||Austin, TX||May 2018 - Oct 2018||< 1|
|Ascendant Alternative Strategies, LLC||Austin, TX||Aug 2017 - May 2018||< 1|
|Nationwide Financial||Columbus, OH||Mar 2014 - Jul 2017||3|
|Nationwide Investment Services Corporation||Columbus, OH||Mar 2014 - Jul 2017||3|
|Unemployed||Columbus, OH||Jan 2014 - Feb 2014||< 1|
|The Ohio State University||Columbus, OH||Sep 2009 - Dec 2013||4|
|The Wireless Center||Strongsville, OH||Jun 2009 - Aug 2013||4|
|Baron Gold Investment Company||Beijing,||Dec 2012 - Jan 2013||< 1|
|The Ohio State University||Columbus, OH||Oct 2011 - Jul 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2017|
|S65||NASAA Investment Advisors Law Examination||Dec 2018|
Total Assets Under Management163,396MILLIONS
Total Number of Accounts660,063ACCOUNTS
Average Account Value$247,546
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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