Jignesh
Patel
Fidelity Personal And Workplace Advisors
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About this Advisor
Jignesh Patel is a financial advisor based in Princeton, New Jersey, working with Fidelity Personal And Workplace Advisors. Jignesh has previously held positions at Frisch Financial Group, Inc, Portfolio Evaluations, Bleakley Financial Group, Lpl Financial LLC, and Fidelity Brokerage Services LLC. Jignesh has passed the Series 65, Series 66, and Series 63 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Jignesh is part of Fidelity Personal And Workplace Advisors, which operates out of Princeton, New Jersey. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jignesh Patel Work History
Fidelity Brokerage Services LLC
Bleakley Financial Group
Lpl Financial LLC
Portfolio Evaluations
Frisch Financial Group, Inc
Disclosures
Please visit the SEC profile of Jignesh Patel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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