Brookstone Capital Management
47yrs
Top advisor by experience in Wheaton
New
Jay Patel
Financial advisor at First Trust Advisors
Jay Patel is a fiduciary financial advisor in Wheaton, Illinois, registered since Jun 2026. Jay has been with First Trust Advisors since 2026. First Trust Advisors offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets and performance-based fees.
One of 833 advisors with offices in Wheaton, and one of 795 fiduciaries.
At a glance
ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office120 E. Liberty Drive Suite 400, Wheaton, IL 60187
How the firm is paid ?Percent of assets, Performance fee, Other
Typical client at the firm ?$1.41 million
Advisors at the firm607
States licensed ?1 state
Services through First Trust Advisors
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publications
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
- Jun 2026 – nowFirst Trust Advisors LPCurrent firm
Questions to ask Jay
Tailored to Jay’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jay
How do I contact Jay?
Call First Trust Advisors at (630) 765-8000 and ask for Jay Patel. Jay works from the Wheaton, IL office.
How long has Jay been a financial advisor?
Jay is new to the profession, registered since Jun 2026, and holds 1 license.
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?
First Trust Advisors reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. 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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