Ekta Patel

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 07/2023 → 07/2024
  J.P. Morgan Securities Llc
  Chicago, IL
• 07/2023 → 07/2024
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 09/2022 → Present
  The Shaadi House
  Chicago, IL
• 05/2022 → 10/2022
  Shaadi Creations
  Glendale Heights, IL
• 06/2021 → 04/2022
  U.S. Bank
  Ankeny, IA
• 01/2021 → 05/2022
  The Gulabi Company
  Chicago, IL
• 04/2021 → 06/2021
  Veridian Credit Union
  Ankeny, IA
• 01/2020 → 03/2020
  Graduate Hotels
  Iowa City, IA
• 09/2018 → 01/2019
  University Of Iowa Hospitals & Clinics
  Iowa City, IA
• 02/2023 → 04/2023
  Duly Health And Care
  Lisle, IL
• 08/2016 → 08/2018
  Unemployed
  Ankeny, IA
• 02/2019 → 12/2019
  Unemployed
  Ankeny, IA
• 04/2020 → 12/2020
  Unemployed
  Ankeny, IA
• 09/2024 → Present
  Morgan Stanley
  Oak Brook, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-01-22
• S63 Uniform Securities Agent State Law Examination
  2023-10-12

Other Names

• Ekta Patel
• Ekta Anilkumar Patel