Jignesh Patel, financial advisor Princeton NJ

Jignesh Patel

CRD Number: 4264245
Current Firm: Fidelity Personal And Workplace Advisors

Jignesh Patel (CRD# 4264245) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Princeton, NJ and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Princeton, NJ Jan 2019 - Current 2
Lpl Financial LLC Fairfield, NJ Aug 2018 - Oct 2018 < 1
Bleakley Financial Group Fairfield, NJ Apr 2018 - Oct 2018 < 1
Portfolio Evaluations Warren, NJ Nov 2017 - Apr 2018 < 1
Unemployed Monroe, NJ Jun 2017 - Oct 2017 < 1
Frisch Financial Group, Inc. Melville, NY Jan 2012 - May 2017 5
Unemployed Forest Hills, NY Oct 2011 - Dec 2011 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Nov 2005 - Sep 2011 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Feb 2006
S63 Uniform Securities State Law Examination Aug 2018
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.

Get Details on the FINRA Advisor Check site
Contact Info for Jignesh N. Patel
Phone Number: 617-563-7000
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • 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, VT, WA, WI, WV, WY

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