Aditya 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

• 02/2018 → Present
  Edward Jones
  St Louis, MO
• 04/2007 → 02/2018
  Southern Company (Georgia Power)
  Atlanta, GA

Other Businesses

Rental Property Type of business: Rental Cartersville, GA Start date: 8/1/2006 Owner Hours per week: 0 Hours during trading: 0 No responsibilities * Rental Property Type of business: Rental Smyrna, GA Start date: 1/1/2017 Owner Hours per week: 0 Hours during trading: 0 Address issues on as-needed basis * BBHM Type of business: Real Estate Alpharetta, GA Start date: 5/1/2023 GNP Hours per week: 0 Hours during trading: 0 No responsibilities * IKP Investments Type of business: Edward Jones FA Owned Office Alpharetta, GA Start date: 5/27/2022 GNP Hours per week: 0 Hours during trading: 0 Maintain property * IKAS Construction LLC Type of business: Holding Company Alpharetta, GA Start date: 6/1/2023 Owner Hours per week: 0 Hours during trading: 0 Holding company for construction company * Panchratna Type of business: Real Estate Alpharetta, GA Start date: 10/22/2024 GNP Hours per week: 0 Hours during trading: 0 No responsibilities * IKN Investments Type of business: Real Estate Alpharetta, GA Start date: 4/1/2023 LPT Hours per week: 0 Hours during trading: 0 No responsibilities * Dearborne Holdings Type of business: Real Estate - primary LLC Alpharetta, GA Start date: 1/2/2020 GNP Hours per week: 0 Hours during trading: 0 No responsibilities * BBHM LLC Type of business: Holdings Company Alpharetta, GA Start date: 1/3/2023 Owner Hours per week: 0 Hours during trading: 0 LLC holding company for private investments * Dearborne Holdings Type of business: Holding Company Alpharetta, GA Start date: 1/1/2019 Owner Hours per week: 0 Hours during trading: 0 Holding company for private placement * Panchratna Type of business: Holding Company Dearborne Lane, GA Start date: 6/1/2024 Owner Hours per week: 0 Hours during trading: 0 Holding company for Private placement * IKN Investments Type of business: Holding Company for Private Pl Alpharetta, GA Start date: 1/1/2023 Owner Hours per week: 0 Hours during trading: 0 Holding private placements for real estate * IKP Investments Type of business: Holding Company Dearborne, GA Start date: 7/1/2021 Owner Hours per week: 0 Hours during trading: 0 Holding LLC for FA owner EJ Office * Horn Ok LLC Type of business: Holding Company Alpharetta, GA Start date: 1/1/2018 Owner Hours per week: 0 Hours during trading: 0 Holding company * McFarland Office Type of business: EJ FA Owned Office Alpharetta, GA Start date: 11/1/2021 GNP Hours per week: 0 Hours during trading: 0 0

Exams

• S66 Uniform Combined State Law Examination
  2018-04-13

Designations

• Certified Financial Planner

Other Names

• Adityakumar D Patel