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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roshan? Claim Your ProfileRoshan Patel is an investment advisor representative at Jordan Park Group LLC. Roshan Patel has been registered with the Securities and Exchange Commission since September 8, 2022. Roshan Patel has passed the Uniform Investment Adviser Law Examination. The advisor currently has 1 active registration, with the state of New York. Jordan Park Group LLC has a total of 3903 client accounts under management. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as selection of other advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
09/08/2022 - Present
Jordan Park Group LLC (New York NY)
IA
Issued 07/30/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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