Manjil Patel
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- J.P. Morgan Securities LLCAug 2025 to now
- JPMorgan Chase Bank, N.A.Aug 2025 to now
- Patel Capital LLCJul 2021 to now
- Strategic Advisers LLCMar 2025 to Jun 2025
- Fidelity Personal and Workplace AdvisorsSep 2024 to Mar 2025
- Fidelity Brokerage Services LLCJul 2024 to Jun 2025
- Fidelity InvestmentsJul 2024 to Jun 2025
- TIAAAug 2021 to Apr 2024
- TIAA-CREF Individual & Institutional Services, LLCAug 2021 to Mar 2024
- Bank of America, N.A.Nov 2019 to Aug 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorportatedNov 2019 to Aug 2021
- Jay Maa Brahamani. LLC dba Kar Kare CompanyNov 2013 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7199198
- Firm CRD
- 79