Jayesh Patel
Professional summary
Jayesh Patel, who also goes by Jayesh Jayanti Patel, Jayeshkumar Jayanti Patel, is a registered financial professional 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jayesh Patel's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 18, 2021 - Present
WEBULL FINANCIAL LLC
Office #1: 44 Wall Street 2nd Floor, New York, NY 10005September 25, 2018 - August 13, 2021
PRUCO SECURITIES, LLC.
June 2, 2016 - October 23, 2017
PERSHING ADVISOR SOLUTIONS LLC
June 30, 2004 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
June 30, 2004 - September 6, 2013
WALNUT STREET SECURITIES, INC.
June 30, 2004 - January 2, 2015
NEW ENGLAND SECURITIES
June 30, 2004 - December 28, 2015
MSI FINANCIAL SERVICES, INC.
August 28, 2001 - October 2, 2002
DATEK ONLINE FINANCIAL SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/24/2021)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCboe EDGX Exchange, Inc.
FINRA
NYSE American LLC
NYSE Arca, Inc.
Nasdaq Stock Market
New York Stock Exchange
Current Firm
WEBULL FINANCIAL LLC
CRD#: 289063 / SEC#: , 8-69978
Contact information
FINRA licenses (53 States and Territories)
Disclosures
| Regulatory Event | 5 |
| Arbitration | 1 |
Red Flags
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