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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Ahara Advisors

Jay M. Patel

CRD 6092717 · Jersey City, NJ

At a glance

Jay M. Patel is an investment adviser representative with Ahara Advisors in Jersey City, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jay’s SEC record dates to 2024, about 2 years ago. Designations on file: Chartered Financial Analyst.

Current advisory firm

  • Ahara AdvisorsSince October 2024Jersey City, NJ · $185M in regulatory assets

SEC adviser record

Registered since
2024 (2 years)
Designations
Chartered Financial Analyst
Exams
Series 63
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Jay’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.