McGovern Financial Planning
26yrs
Top advisor by experience in North Arlington
4yrs
Jay Patel
Financial advisor at Merrill
Jay Patel has worked in the financial industry for 4 years and is a fiduciary financial advisor based in North Arlington, New Jersey. After a year at Raymond James & Associates and a year at Morgan Stanley, Jay joined Merrill in 2024, 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 8 advisors with offices in North Arlington, and one of 8 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office119 Ridge Rd, North Arlington, NJ 07031
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 ?1 state
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
- Nov 2024 – nowMerrillCurrent firm
- May 2023 – Oct 2024Raymond James & Associates, Inc.Previously
- Jun 2022 – Apr 2023Morgan StanleyPreviously
Contact Jay
(800) 637-7455Firm headquarters in New York, NY. Ask for Jay. 119 Ridge RdNorth Arlington, NJ 07031Office · Get directions
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Questions to ask Jay
Tailored to Jay’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 Jay
How do I contact Jay?
Call Merrill at (800) 637-7455 and ask for Jay Patel. Jay works from the North Arlington, NJ office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Jay hold?
Series 66. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jay 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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