Riyaben Patel
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
3 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
10 years in the industry.
- J.P. Morgan Securities LLCFeb 2026 to now
- JPMorgan Chase Bank, N.A.Feb 2026 to now
- UnemployedMar 2025 to Jan 2026
- J.P. Morgan Securities LLCOct 2024 to Feb 2025
- JPMorgan Chase Bank, N.A.Aug 2022 to Feb 2025
- Medical Associates of MarlboroNov 2020 to Jan 2021
- Vineyard Lincoln LLCFeb 2019 to Mar 2019
- Arvind Doshi, MdDec 2018 to Oct 2019
- Wooding Route One LLCMar 2018 to Feb 2023
- Woodbridge Fox LLCMar 2018 to Mar 2021
- Woodbridge Raritan LLCMar 2018 to Dec 2020
- UnemployedSep 2017 to Feb 2018
- ZaraJul 2017 to Aug 2017
- Topgolf International, Inc.Dec 2016 to Jun 2017
- UnemployedJan 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 7993223
- Firm CRD
- 79