Rishi Patel, financial advisor Plano TX

Rishi Patel

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Rishi Patel
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    163,396
    MILLIONS
  • Total Number of Accounts
    660,063
    ACCOUNTS
  • Average Account Value
    $247,546
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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