Uday V Patel
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Care for Soul Inc.Sep 2021 to now
- J.P. Morgan Securities LLCDec 2019 to now
- JPMorgan Chase Bank, N.A.Dec 2019 to now
- UnemployedOct 2019 to Nov 2019
- Potbelly Sandwich WorksDec 2017 to Apr 2018
- Haugbeck Support ServicesNov 2017 to Sep 2019
- Five GuysOct 2016 to Nov 2017
- Minnesota State University-mankatoAug 2013 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7211748
- Firm CRD
- 79