Vishal 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

• 08/2010 → 02/2017
  Jp Morgan Chase Bank Na
  Torrance, CA
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Torrance, CA
• 02/2017 → Present
  Jp Morgan Chase Bank, N.A.
  Torrance, CA
• 07/2020 → Present
  The Orange Vase, Llc.
  Carson, CA

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NONPUBLIC ENTITY NAME OF ENTITY: THE ORANGE VASE, LLC. POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 7/20/2020 ADDRESS: 1645 Carson, CA DETAILS: 1645 CARSON, CA. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 10-15 HOURS HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2015-08-31
• S63 Uniform Securities Agent State Law Examination
  2010-08-30