Jennifer PatelCRD Number: 6257863
Current Firm: Morgan Stanley
Jennifer Patel (CRD# 6257863) is an Investment Advisor Representative working at Morgan Stanley in Rochester, MN and has over 3 years of experience in the finance industry.
Waddell & Reed
Cetera Advisor Networks LLC
Northwestern Mutual Investment Services,llc
|Morgan Stanley||Rochester, MN||Oct 2016 - Current||1|
|Think Financial Planning||Rochester, MN||Jul 2014 - Oct 2016||2|
|Commonwealth Financial Network||San Diego, CA||Jul 2014 - Oct 2016||2|
|Waddell & Reed, Inc.||Rochester, MN||Oct 2013 - Jul 2014||< 1|
|Unemployed||Rochester, MN||Jun 2013 - Oct 2013||< 1|
|Rockford Memorial Hospital||Rockford, IL||Dec 2011 - Jun 2013||1|
|Rockford Memorial Hospital School Of Radiography||Rockford, IL||Jun 2011 - Jun 2013||2|
|Rock Valley College||Rockford, IL||May 2010 - Jun 2011||1|
|University Of Illinois At Urbana-champaign||Urbana, IL||Aug 2006 - May 2010||3|
|Hamilton Sundstrand||Rockford, IL||May 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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