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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Patel is a financial advisor with Raymond James Financial Services Advisors, Inc. located in WHEATON, IL. Jason Patel has been a registered representative since 1999 and has been in the industry since 1999. Prior to joining Raymond James Financial Services Advisors, Inc. Jason Patel was employed by EDWARD JONES and VAN KAMPEN FUNDS INC.. Jason Patel is licensed to provide investment advice in 27 states and holds Series 6, 7, 10, 24, 63 and 65 licenses. Jason Patel also provides services to individuals, high net worth individuals, corporations, businesses, insurance companies, charities and pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
07/11/2022 - Present
Raymond James Financial Services Advisors, Inc. (WHEATON IL)
IL
08/29/2005 - 07/21/2011
EDWARD JONES (WHEATON IL)
TX
07/26/1999 - 08/30/2005
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 07/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/14/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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