Jay Patel Location
- Wheaton, IL, US
Jay Patel Work
- 2011 - now Financial Advisor, MBA @
- 2005 - 2011 Financial Advisor @
- 1999 - 2005 Regional Sales Manager @
Jay Patel Education
- DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (Finance)
2001 - 2002 - Miami University
Bachelor of Science (B.S.) (Finance)
1995 - 1999 - Glenbard South High School
Diploma
1991 - 1995
Jay Patel Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Planning
- Accounting
- Estate Tax Planning
- Retirement Planning
- IRAs
- Investments
- Finance
- Series 6
- 401k
- Asset Allocation
- Investment Advisory
- Financial Services
- Wealth Management
- IRA's
- Investment Strategies
- New Business Development
- Divorce Planning
- Wealth
- Series 24
- 401k Rollovers
- Series 65
- Services
- Series 7
- Securities
- 401K Education
Jay Patel Summary
- Jay Patel, based in Wheaton, IL, US, is currently a Financial Advisor, MBA at Raymond James Finanical Services, Inc. Member FINRA/SIPC. Jay Patel brings experience from previous roles at Edward Jones and Van Kampen Investments. Jay Patel holds a 2001 - 2002 Master of Business Administration in Finance @ DePaul University - Charles H. Kellstadt Graduate School of Business. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Planning and more. Jay Patel has 2 emails and 1 mobile phone numbers on RocketReach.
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