Krish Patel
Investment Adviser Representative at J.p. Morgan Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Krish Patel is an investment adviser representative with J.p. Morgan Securities LLC in Plano, TX, where they have been registered since 2026. They have worked in the securities industry since 2022. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 67
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- JPMorgan Chase Bank, N.A.Aug 2022 – no end date reportedPlano, TX
- J.P. Morgan Securities LLCAug 2022 – no end date reportedPlano, TX
- TSOJan 2022 – Jul 2022Farmer's Branch, TX
- CDS In TexasJan 2022 – Jan 2024San Antonio, TX
- Restoration Builders Inc.Aug 2021 – Dec 2021Plano, TX
- TSOMar 2021 – Aug 2021Farmer's Branch, TX
- Sam's ClubJan 2020 – Aug 2020Johnson City, NJ
- Dunkin DonutsMay 2020 – Jul 2020Decatur, NJ
- 7-ElevenNov 2018 – Mar 2019Union, NJ
- G By GuessMar 2016 – Mar 2017Elizabeth, NJ
- UnemployedApr 2017 – Oct 2018Millburn, NJ
- UnemployedApr 2019 – Dec 2019Johnson City, TN
- UnemployedSep 2020 – Feb 2021Johnson City, TN
- Construction Consultanting LLC.Nov 2022 – Feb 2023Little Elm, TX
- Heart that careJan 2024 – no end date reportedCarrolton, TX
- KJSJ llc.Feb 2024 – no end date reportedLittle Elm, TX
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About J.p. Morgan Securities LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13,759
- Offices listed on AdvisorFinder:
- 25
- Main office:
- New York, NY
- SEC file number:
- 801-3702
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at J.p. Morgan Securities LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Krish Patel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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