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Keval Patel

J.P. Morgan Securities LLC

Rochester, NY

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-13
TX RA APPROVED 2026-08-13
  • NY RA
    APPROVED
    Since 2026-08-13
  • TX RA
    APPROVED
    Since 2026-08-13

Branch Locations

1 S Clinton Ave Floor 05, Rochester, NY 14604 • 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
Jpmorgan Chase Bank, N.A. Rochester NY 07/2026 Present
J.P. Morgan Securities Llc Rochester NY 07/2026 Present
Unemployed Rochester NY 04/2026 06/2026
University Of Rochester Rochester NY 09/2025 03/2026
Lionchase North America Philadelphia PA 05/2025 08/2025
Verdevista Partners M&A Philadelphia NY 03/2025 05/2025
Unemployed Rochester NY 07/2024 02/2025
Greenfield Industries Seneca SC 08/2023 06/2024
Unemployed Pendleton SC 06/2023 07/2023
Aditya Birla Investment Financial Anand 04/2022 05/2023
Ex Protecta Anand 01/2021 03/2022
Ex Protecta Anand 05/2019 12/2020
Unemployed Anand 07/2016 04/2019
  • 07/2026 → Present
    Jpmorgan Chase Bank, N.A.
    Rochester, NY
  • 07/2026 → Present
    J.P. Morgan Securities Llc
    Rochester, NY
  • 04/2026 → 06/2026
    Unemployed
    Rochester, NY
  • 09/2025 → 03/2026
    University Of Rochester
    Rochester, NY
  • 05/2025 → 08/2025
    Lionchase North America
    Philadelphia, PA
  • 03/2025 → 05/2025
    Verdevista Partners M&A
    Philadelphia, NY
  • 07/2024 → 02/2025
    Unemployed
    Rochester, NY
  • 08/2023 → 06/2024
    Greenfield Industries
    Seneca, SC
  • 06/2023 → 07/2023
    Unemployed
    Pendleton, SC
  • 04/2022 → 05/2023
    Aditya Birla Investment Financial
    Anand
  • 01/2021 → 03/2022
    Ex Protecta
    Anand
  • 05/2019 → 12/2020
    Ex Protecta
    Anand
  • 07/2016 → 04/2019
    Unemployed
    Anand
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-30
  • S66 Uniform Combined State Law Examination
    2026-06-30
Other Names
  • Keval N Patel
  • Keval Nileshkumar Patel

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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