Jignesh Patel

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 05/2017
  Frisch Financial Group, Inc.
  Melville, NY
• 06/2017 → 10/2017
  Unemployed
  Monroe, NJ
• 11/2017 → 04/2018
  Portfolio Evaluations
  Warren, NJ
• 04/2018 → 10/2018
  Bleakley Financial Group
  Fairfield, NJ
• 08/2018 → 10/2018
  Lpl Financial Llc
  Fairfield, NJ
• 01/2019 → Present
  Fidelity Brokerage Services Llc
  Princeton, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-02-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Princeton, NJ
• 2013-01-07 → 2017-05-15
  Frisch Financial Group, Inc.
  Melville, NY
• 2006-02-22 → 2011-09-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Pennington, NJ
  Pennington, NJ

Other Businesses

OBA-121712|OrgNmn:arriage Park Homeowners association (Klein Property M|Org Addr:Manalapan,New Jersey,US|OBA Nature:HOA|Invst Rel:N|Title:Director|Duties:serve as one of the hoa board of directors to ensure proper maintainence of commom property|StrtDt:07-31-23|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-08-27
• S65 Uniform Investment Adviser Law Examination
  2012-05-04
• S66 Uniform Combined State Law Examination
  2006-02-18

Designations

• Certified Financial Planner

Other Names

• Jignesh Patel
• Jignesh N Patel