RP
RP

Roshan Patel

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
223 clients
Average Client Portfolio
$81.2M average
Assets Under Management
$18.1B

Fee Structure

Minimum Investment:$100M
Financial Planning:Investment management only
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Location

100 Pine Street, Suite 2600, San Francisco, CA, 94111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Roshan is an Administrative Director at Best Western Victor Inn and Suites, a hotel in Victor, NY, since January 2020. He spends minimal time working alongside ownership to evaluate projects.

Employment History
Current Registrations
Jordan Park Group LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Alesco Advisors LLC
July 2021 - September 2022 · 1 yr 2 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.