Kirtan Patel

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 06/2020 → 05/2022
  Mcadam Llc
  Findlay, OH
• 08/2016 → 05/2020
  Pennsylvania State University
  State College, PA
• 06/2022 → Present
  Jpmorgan Chase Bank, Na
  Newark, DE
• 06/2022 → Present
  Jpmorgan Securities Llc
  Newark, DE

Previous Registrations

• 2020-10-27 → 2022-05-19
  Mcadam Llc
  Findlay, OH
  Radnor, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-08-19
• S65 Uniform Investment Adviser Law Examination
  2020-10-05

Other Names

• Kirtan Patel
• Kirtankumar Patel
• Kirtan Narendra Patel