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Vishal Patel

Edward Jones

St. Louis, MO

Scottsdale, AZ

CRD 5634124

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-16
AZ RA APPROVED 2025-02-26
  • TX RA
    APPROVED
    Since 2025-04-16
  • AZ RA
    APPROVED
    Since 2025-02-26

Branch Locations

12555 Manchester Road, St. Louis, MO 63131 • United States

18655 N. Claret Drive Suite 305 Building B, Scottsdale, AZ 85255 • 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
Edward Jones Trust Company Tempe AZ 09/2019 11/2024
Edward Jones Tempe AZ 11/2024 Present
Wells Fargo Scottsdale AZ 03/2013 09/2019
  • 09/2019 → 11/2024
    Edward Jones Trust Company
    Tempe, AZ
  • 11/2024 → Present
    Tempe, AZ
  • 03/2013 → 09/2019
    Wells Fargo
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-08
S66 Uniform Combined State Law Examination 2009-03-20
  • S63 Uniform Securities Agent State Law Examination
    2025-04-08
  • S66 Uniform Combined State Law Examination
    2009-03-20
Designations
  • Chartered Financial Analyst
Other Names
  • Vishal Mahesh Patel

View on SEC IAPD

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