Juhee T. Patel
Professional summary
Juhee Tejaskumar Patel, who also goes by Juhee T Patel, Juhee Patel, is a registered financial advisor currently at VIRTUE WEALTH MANAGEMENT located in Pflugerville, Texas.
Juhee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Juhee has worked at 3 firms and has passed the Series 66, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Juhee Tejaskumar Patel's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2026 - Present
VIRTUE WEALTH MANAGEMENT
October 9, 2023 - February 12, 2026
EDWARD JONES
September 25, 2023 - February 12, 2026
EDWARD JONES
February 8, 2023 - December 31, 2023
LAXMI FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/1/2026)
Exams
Series 7TO
Date: 9/25/2023
General Securities Representative ExaminationCurrent Firm
VIRTUE WEALTH MANAGEMENT
CRD#: 341892 / SEC#:
Contact information
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