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Parikshit Patel

Edward Jones

Garden City, NY

CRD 6214579

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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
NY RA APPROVED 2021-06-29
TX RA APPROVED_RES 2020-11-18
MO RA APPROVED 2017-04-13
  • NY RA
    APPROVED
    Since 2021-06-29
  • TX RA
    APPROVED_RES
    Since 2020-11-18
  • MO RA
    APPROVED
    Since 2017-04-13

Branch Locations

666 Old Country Rd Suite 105, Garden City, NY 11530-2004 • 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
Raja Foods & Vegetables, Inc Maspeth NY 11/2014 11/2016
Edward Jones St Louis MO 11/2016 Present
  • 11/2014 → 11/2016
    Raja Foods & Vegetables, Inc
    Maspeth, NY
  • 11/2016 → Present
    Edward Jones
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-13
  • S66 Uniform Combined State Law Examination
    2017-02-13

View on SEC IAPD

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