ChooseAFinancialAdvisor.com
Advisors / New Jersey / North Brunswick
6yrs

Jigna Patel

Financial advisor at J.p. Morgan Securities

North Brunswick, NJ 08902Fiduciary advisor
Call the officeDirections

At a glance

Experience6 years (since 2020)
How that compares ?6 years in the industry
Office2561 Route 1, North Brunswick, NJ 08902
How the firm is paid ?Percent of assets, Other
States licensed ?1 state

Services through J.p. Morgan Securities

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

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.

Uniform Combined State Law Examination

Career

  1. 2020 – now
    J.p. Morgan Securities LLCCurrent firm

Questions to ask Jigna

Tailored to Jigna’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Jigna

How do I contact Jigna?

Call J.p. Morgan Securities at 800-999-2000 and ask for Jigna Patel. Jigna works from the North Brunswick, NJ office.

How long has Jigna been a financial advisor?

Jigna has been in the industry since 2020, about 6 years. 6 years in the industry.

What licenses does Jigna hold?

Series 66. Tap any license on this page to see what it allows.

Is Jigna a fiduciary?

Jigna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jigna paid?

J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jigna for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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