Jay Patel has been an investment adviser representative at Ahara Advisors since October 2024, and is not listed among the firm’s executive officers or direct owners. Jay Patel holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of North Carolina at Chapel Hill.
Ahara Advisors LLC is a Jersey City, NJ firm with $185M under management, 55 clients and 2 advisers in one office, as of its August 2026 filing.
Jay M. Patel is Vice President at Ahara Advisors. Before joining Ahara he was an Associate on Bank of America's gaming, lodging and leisure equity research team, performing fundamental research including financial modeling, valuation analysis and investment due diligence. Earlier he worked in the bank's syndicated finance group and began his career in its leveraged finance group.
Professional designations
Listed by Ahara Advisors
- CFA
Investment adviser representative registrations
Jay Patel is registered as an investment adviser representative in New Jersey, since October 2024.
- New JerseySince 9 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 87 | Research Analyst Exam - Part II Regulations Module | 27 March 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 February 2021 |
| Series 7TO | General Securities Representative Examination | 16 January 2021 |
| SIE | Securities Industry Essentials Examination | 14 December 2020 |
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jay M Patel
- CRD
- 6092717
- Firm
- Ahara Advisors · CRD 312385
- Office
- 201 MONTGOMERY ST, STE 263, Jersey City, NJ 07302
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aharaadvisors.com
Where does Jay Patel work?
Jay Patel is an investment adviser representative registered through Ahara Advisors LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jay Patel a financial advisor?
Yes. Jay Patel has a current investment-adviser registration in New Jersey, through Ahara Advisors since October 2024.
How many years of experience does Jay Patel have?
Jay Patel has 3 years in the financial industry, since September 2023, across 1 adviser firm.
What exams has Jay Patel passed?
Jay Patel has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 87. The earliest, the SIE, was passed in December 2020.
Where is Jay Patel based?
Jay Patel’s registered office is in Jersey City, NJ.
Is Jay Patel registered with FINRA?
No. Jay Patel has no current broker registration.
Is Jay Patel a CFA charterholder?
Ahara Advisors lists Jay Patel with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Jay Patel’s record?
Search CRD 6092717 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jay Patel’s full registration record.
