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Jayaprakash Mohanbhai Patel

SSN ADVISORY, INC.·KNOXVILLE, Tennessee
SSN ADVISORY, INC.
9729 COGDILL ROAD, KNOXVILLE, TN 37932CRD# 2973297Firm CRD# 126090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jayaprakash Mohanbhai Patel · KNOXVILLE, TN
Registration
CRD #2973297 · SSN ADVISORY, INC.
Brand Profile
Not yet started
Disclosure history
8 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jayaprakash Mohanbhai Patel is a registered financial advisor based in KNOXVILLE, Tennessee, affiliated with SSN ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SSN ADVISORY, INC.
SSN ADVISORY, INC.
AUM
$2.4B
Regulatory assets under management
Employees
241
Total firm employees
View all advisors at SSN ADVISORY, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 2973297
Firm CRD# 126090
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jayaprakash Mohanbhai Patel offer?
Jayaprakash Mohanbhai Patel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KNOXVILLE, Tennessee for a consultation.
What are Jayaprakash Mohanbhai Patel's credentials?
Jayaprakash Mohanbhai Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jayaprakash Mohanbhai Patel located?
Jayaprakash Mohanbhai Patel is based in KNOXVILLE, Tennessee, working with SSN ADVISORY, INC.. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.
How does Jayaprakash Mohanbhai Patel charge for services?
Jayaprakash Mohanbhai Patel's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SSN ADVISORY, INC.?
SSN ADVISORY, INC. has approximately 241 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SSN ADVISORY, INC.

Jonathan Elmer Maas
KNOXVILLE, TN
Michael Edward Neubeck
KNOXVILLE, TN
Barbara Catherine Mcnally
KNOXVILLE, TN
Ronald Thomas Klimas
KNOXVILLE, TN
David Michael Coffey
KNOXVILLE, TN
Wade Shannon Wilkinson
KNOXVILLE, TN

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Nearby cities in Tennessee
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Research
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