Mukesh Vithalbhai Patel

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 04/2011 → 05/2025
  Jp Morgan Chase Bank
  Houston, TX
• 10/2012 → 05/2025
  J.P. Morgan Securities Llc
  Houston, TX
• 05/2025 → Present
  Wells Fargo Clearing Services, Llc
  Pearland, TX
• 05/2025 → Present
  Wells Fargo Bank, Na
  Pearland, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-26
• S63 Uniform Securities Agent State Law Examination
  2012-05-25

Other Names

• M V Patel
• Mukeshbhai V Patel
• Mukeshbhai Vithalbhai Patel
• Mukesh Vithalbhai Patel