Jigna Patel
Financial advisor at J.p. Morgan Securities
At a glance
Services through J.p. Morgan Securities
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.
Career
- 2020 – nowJ.p. Morgan Securities LLCCurrent firm
Questions to ask Jigna
Tailored to Jigna’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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
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.