Harsh Patel

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2013 → Present
  Edward Jones
  St Louis, MO

Other Businesses

D & J Company Florissant, MO Start date: 1/1/2018 Officer Hours per week: 0 Hours during trading: 0 Help my parents with paperwork for the property. Fortune Capital Partners, LLC Type of business: Real Estate Saint Louis, MO Start date: 6/17/2024 Member Hours per week: 1 Hours during trading: 0 Desc: It's a passive holding company for real estate investments. I don't have any direct responsibilities at this time.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Harsh Patel
• Harsh D Patel