Jay
Patel
Clearpeak Capital Management
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About this Advisor
Jay Patel is a financial advisor based in Pittsburgh, Pennsylvania with a total of 2 years of relevant experience. Patel is on the advisory team at Clearpeak Capital Management. Their career trajectory has included roles at Rsm, Monday Properties, Vakil Corp, Penn State, Federated Securities Corp, Federated Hermes, Inc, Met Life, South Fayette High School, Federated Investment Counseling, Federated Global Investment Management Corp, Mdt Advisers, A Division Of Federated Mdta LLC and Clearpeak Capital Management LLC. Patel holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania and Texas. Clearpeak Capital Management is a registered investment business operating in Pittsburgh, Pennsylvania.
Certifications and Registrations
Years Registered*
Office Location
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Jay Patel Work History
Jay has been registered as a financial advisor for 2 years.*
Clearpeak Capital Management LLC
Clearpeak Capital Management LLC
Federated Investment Counseling
Federated Global Investment Management Corp
Mdt Advisers, A Division Of Federated Mdta LLC
Federated Securities Corp
Federated Hermes, Inc
Rsm
Monday Properties
Met Life
Vakil Corp
Penn State
South Fayette High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jay 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
