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Tarak Patel

J.p. Morgan Securities LLC

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About Tarak Patel

Tarak Patel is a financial advisor who is registered with the state of California. Tarak is a representative of J.p. Morgan Securities LLC. Tarak specializes in portfolio management for individuals and businesses. They have a Series 63 license which allows them to provide financial advice to clients in multiple states. Tarak has a Series 6TO license allowing them to sell variable contracts and other investment company products. Tarak also has a SIE license which is a required licensing exam for financial advisors.

Firm Information

Tarak Patel is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Tarak Patel’s Registration & Firm History

CA

08/30/2022 - Present

J.p. Morgan Securities LLC (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 09/13/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Tarak Patel. Review regulatory record here.
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