Jason Patel
Jason Patel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wheaton, IL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1776 A. South Naperbille Road, Suite 101, Wheaton, IL, 60189
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason teaches at a local community college, dedicating a few hours per week. He also owns Patel Wealth Partners, LLC, a support company/DBA, and rental real estate, but spends minimal time on these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
Van Kampen Advisors INC
Van Kampen Funds INC.Broker
State Registrations27 states
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