Robert W. Baird & Co.
47yrs
Top advisor by experience in Pittsburgh
11yrs
Jerel Patch
Financial advisor at Merrill
Jerel Patch is a fiduciary financial advisor in Pittsburgh, Pennsylvania, with 11 years in the industry. After three years at PNC Wealth Management, Jerel joined Merrill in 2019, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1545 advisors with offices in Pittsburgh, and one of 1407 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office600 Grant St, Pittsburgh, PA 15219
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowMerrillCurrent firm
- 2016 – 2019PNC Wealth Management LLCPreviously
Contact Jerel
Local office(412) 566-6575Ask for Jerel. (800) 637-7455Main office · New York, NY 600 Grant StPittsburgh, PA 15219Office · Get directions
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Questions to ask Jerel
Tailored to Jerel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jerel
How do I contact Jerel?
Call Jerel’s local office at (412) 566-6575 or the Merrill main office at (800) 637-7455, and ask for Jerel Patch.
How long has Jerel been a financial advisor?
Jerel has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Jerel hold?
Series 66. Tap any license on this page to see what it allows.
Is Jerel a fiduciary?
Jerel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jerel paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jerel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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