Jason Navin Patel

Current Employers

Employment History

• 07/2011 → Present
  Raymond James Financial Services
  Wheaton, IL
• 07/2011 → Present
  Raymond James Financial Services Advisors Inc.
  Wheaton, IL
• 07/2011 → Present
  Wheaton Wealth Management, Llc
  Wheaton, IL
• 02/2013 → Present
  Community College
  North Aurora, IL

Previous Registrations

• 2005-08-29 → 2011-07-21
  Edward Jones
  Wheaton, IL
  Wheaton, IL
  Wheaton, IL
• 2004-09-02 → 2005-08-30
  Van Kampen Advisors Inc
  Oakbrook Terrace, IL

Other Businesses

1. COMMUNITY COLLEGE - NORTH AURORA, IL. TEACHER IN A LOCAL COMMUNITY COLLEGE. STARTED 20/20/13 TO PRESENT. 2 HOURS WEEKLY, 2 DURING TRADING HOURS. NOT INVESTMENT RELATED. 2. Name of Business : Patel Wealth Partners, LLC Address: 1776A S Naperville Rd Ste 101,Wheaton, IL Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 06/02/2015 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Providing advice and investment services. 3) Name of Business: Address: 2600 Moutray Ln, North Aurora, IL, 60542, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/15/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-13
• S63 Uniform Securities Agent State Law Examination
  1999-08-13

Other Names

• Jay Patel