Jignesh N. Patel
STRATEGIC ADVISERS LLC | Financial Consultant
MONROE, NJ
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CRD#: 4264245
Professional summary
Jignesh N Patel, CFP®, who also goes by Jignesh N Patel, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Monroe, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Princeton, New Jersey.
Jignesh is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jignesh has worked at 7 firms and has passed the Series 63, Series 65, Series 66, SIE and Series 7 exams.
Biography
I partner with Individuals, families, and organizations to help provide a peace of mind for their financial future. My commitment as a CFP® professional is to understand your goals and take a holistic approach to bring all of the pieces of your financial life together.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Jignesh N Patel
Other business activities
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.
OBA-121712|OrgNmn:arriage Park Homeowners association (Klein Property M|Org Addr:Manalapan,New Jersey,US|OBA Nature:HOA|Invst Rel:N|Title:Director|Duties:serve as one of the hoa board of directors to ensure proper maintainence of commom property|StrtDt:07-31-23|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jignesh N Patel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Education
CUNY Bernard M. Baruch College
Master of Business Administration (MBA) - Finance
2015
CUNY Bernard M. Baruch College
Bachelor of Business Administration - Finance & Investments
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924RIA
CRD#: 104555
MONROE, NJ
Current
February 25, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540BD
CRD#: 7784
Princeton, NJ
Past
February 28, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PRINCETON, NJ
Past
August 9, 2018 - October 24, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
FAIRFIELD, NJ
Past
January 7, 2013 - May 15, 2017
FRISCH FINANCIAL GROUP, INC.
RIA
CRD#: 126524
MELVILLE, NY
Past
February 22, 2006 - September 23, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PENNINGTON, NJ
Past
January 31, 2006 - September 23, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PENNINGTON, NJ
Past
May 9, 2003 - August 18, 2003
MAXIM GROUP LLC
BD
CRD#: 120708
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/24/2020)
RR
Arizona(3/27/2020)
RR
California(3/24/2020)
RR
Colorado(3/25/2020)
RR
Connecticut(3/24/2020)
RR
Delaware(3/27/2020)
RR
District of Columbia(3/31/2020)
RR
Florida(2/26/2019)
RR
Illinois(4/6/2020)
RR
Indiana(3/26/2020)
RR
Iowa(3/27/2020)
RR
Maine(3/24/2020)
RR
Maryland(5/1/2023)
RR
Massachusetts(3/25/2020)
RR
Michigan(7/25/2023)
RR
Minnesota(3/24/2020)
RR
Missouri(3/24/2020)
RR
New Hampshire(7/24/2023)
RR
New Jersey(2/25/2019)
IAR
New Jersey(3/31/2025)
RR
New York(2/26/2019)
RR
North Carolina(3/25/2020)
RR
Ohio(3/24/2020)
RR
Oregon(4/1/2020)
RR
Pennsylvania(2/28/2019)
RR
South Carolina(3/24/2020)
RR
Tennessee(3/24/2020)
RR
Texas(3/24/2020)
IAR
Texas(3/31/2025)
RR
Vermont(3/24/2020)
RR
Virginia(3/24/2020)
RR
Washington(3/23/2020)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Monroe, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
