Jayesh Patel
Professional Summary
Jayesh Patel, who also goes by Jayesh Jayanti Patel, Jayeshkumar Jayanti Patel, is a registered financial advisor currently at WEBULL FINANCIAL LLC located in New York, New York. Jayesh is registered as a RR (Registered Representative) and started their career in finance in 2001. Jayesh has worked at 8 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jayesh Jayanti Patel, Jayeshkumar Jayanti Patel
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
WEBULL FINANCIAL LLC
Contact Information
Main Address
44 Wall Street 2nd Floor, New York, NY 10005Mailing Address
44 Wall Street 2nd Floor, New York, NY 10005Phone Number
(929) 484-0816Established
Delaware since 05/24/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
6Arbitration
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(10/24/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jayesh Patel's CRS (Customer Relationship Summary).
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