Nilesh S 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

• 03/2026 → Present
  Edward Jones
  St Louis, MO
• 02/2021 → 01/2026
  Mini Circuits
  Brooklyn, NY
• 07/1999 → 11/2020
  Chemetall, Part Of Basf
  New Providence, NJ

Other Businesses

Adaayu LLC & PatelTek LLC Type of business: Preschool Warren, NJ Start date: 10/1/2017 Owner Hours per week: 0 Hours during trading: 0 My wife & I started this business which we sold in March 2025. No activities are conducted now but this entity is still operating. One entity owned the school and the other the property. I use PatelTek for consulting work, but nothing now.

Exams

• S66 Uniform Combined State Law Examination
  2026-07-06