Best Investors Account Sign in

Krina S Patel

J.P. Morgan Securities LLC

Bernardsville, NJ

Morristown, NJ

Princeton, NJ

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2020-05-26
TX RA APPROVED 2020-05-22
  • NJ RA
    APPROVED
    Since 2020-05-26
  • TX RA
    APPROVED
    Since 2020-05-22

Branch Locations

54 Morristown Rd, Bernardsville, NJ 07924 • United States

225 South Street, Morristown, NJ 07960 • United States

16 Nassau Street, Princeton, NJ 08542 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 11/2015 11/2016
Axa Advisors, Llc Woodbridge NJ 11/2016 12/2018
Axa Equitable Woodbridge NJ 11/2016 12/2018
Santander Bank, Na Marlboro NJ 12/2018 03/2020
Santander Securities, Llc Marlboro NJ 12/2018 03/2020
Jpmorgan Chase Bank, N.A. Morristown NJ 04/2020 Present
J.P. Morgan Securities Llc Morristown NJ 04/2020 Present
  • 11/2015 → 11/2016
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 11/2016 → 12/2018
    Axa Advisors, Llc
    Woodbridge, NJ
  • 11/2016 → 12/2018
    Axa Equitable
    Woodbridge, NJ
  • 12/2018 → 03/2020
    Santander Bank, Na
    Marlboro, NJ
  • 12/2018 → 03/2020
    Santander Securities, Llc
    Marlboro, NJ
  • 04/2020 → Present
    Jpmorgan Chase Bank, N.A.
    Morristown, NJ
  • 04/2020 → Present
    J.P. Morgan Securities Llc
    Morristown, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-22
S63 Uniform Securities Agent State Law Examination 2016-04-14
  • S66 Uniform Combined State Law Examination
    2020-05-22
  • S63 Uniform Securities Agent State Law Examination
    2016-04-14
Other Names
  • Krina S Patel
  • Krina Patel

View on SEC IAPD

Other Firms

TD PRIVATE CLIENT WEALTH LLC
MADISON AVENUE SECURITIES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PNC WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TLG ADVISORS, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Douglas Shirley
ROBERT DEFINA
RAYMOND DEWAR
MARIA DE LOS REYES
JULIE WONG SUMITOMO
Susan E Kolan
Michael John Santana
GREGORY BRYAN CAMPBELL

Other Offices

TD PRIVATE CLIENT WEALTH LLC · Bernardsville, NJ
MADISON AVENUE SECURITIES, LLC · Bernardsville, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BERNARDSVILLE, NJ
PNC WEALTH MANAGEMENT LLC · BERNARDSVILLE, NJ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BERNARDSVILLE, NJ
TLG ADVISORS, INC. · Bernardsville, NJ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BASKING RIDGE, NJ
EDWARD JONES · BASKING RIDGE, NJ

More in Bernardsville, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor