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Aalok Patel Email & Phone Number

Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management at J.P. Morgan Wealth Management
Location: Greater Houston, United States, United States 8 work roles 2 schools
1 work email found @etrade.com 3 phones found area 832 and 314 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email a****@etrade.com
Direct phone (832) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
J.P. Morgan Wealth Management
Role
Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management
Location
Greater Houston, United States, United States

Who is Aalok Patel? Overview

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Quick answer

Aalok Patel is listed as Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management at J.P. Morgan Wealth Management, based in Greater Houston, United States, United States. AeroLeads shows a work email signal at etrade.com, phone signal with area code 832, 314, and a matched LinkedIn profile for Aalok Patel.

Aalok Patel previously worked as Platinum Relationship Manager at E*Trade and Private Client Advisor | VP-Investments at J.P Morgan Wealth Management. Aalok Patel holds Bachelor Of Business Administration, Business Admin/Management from Houston Christian University.

Company email context

Email format at J.P. Morgan Wealth Management

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{first}.{last}@etrade.com
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AeroLeads found 1 current-domain work email signal for Aalok Patel. Compare company email patterns before reaching out.

Profile bio

About Aalok Patel

Aalok Patel is a Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management at J.P. Morgan Wealth Management. He possess expertise in series 7, series 63, mutual funds, marketing, management and 11 more skills.

Listed skills include Series 7, Series 63, Mutual Funds, Marketing, and 12 others.

Current workplace

Aalok Patel's current company

Company context helps verify the profile and gives searchers a useful next step.

J.P. Morgan Wealth Management
J.P. Morgan Wealth Management
Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management
8 roles

Aalok Patel work experience

A career timeline built from the work history available for this profile.

Private Client Advisor And Vice President Of Investments At J.P. Morgan Wealth Management

Current
J.P. Morgan Wealth Management
  • I am a Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest to reach their goals. I have over 14 years of experience in financial.
  • Creating a strategy to reach your financial goals
  • Managing through life changes
  • Planning for retirement on your terms
  • Diversifying your portfolio
  • Identifying investment opportunities and staying up to date on market movements
Jan 2024 - Present

Platinum Relationship Manager

E*Trade

US

Oct 2021 - Jan 2024

Financial Consultant

Td Ameritrade

Omaha, NE, US

Jul 2014 - Sep 2020

Relationship Manager

Fidelity Investments

Boston, MA, US

Lead regional PCS for Woodlands and Sugar Land Fidelity offices.-Providing proactive support to Account Executives by engaging high net worth central book clients in the Houston area.-Developing and maintaining working relationships with white gloveservice($1mm+) and Premium clients at Fidelity-Implementing structured client contact strategy through local.

Nov 2013 - Apr 2014

Investment Consultant/Stockbroker

Scottrade

Saint Louis, MO, US

Playing a key role in dealing with the different aspects of the financial services industry for a leading brokerage firm-Building relationships with new clients and maintaining existing accounts to bring in more revenue-Using business development techniques to strengthen relationships-Providing trading platform guidance and portfolio management to optimize.

Feb 2009 - Nov 2013

Team Leader

The Buckle

Kearney, Nebraska, US

Playing an integral role as team leader in the daily operations and success of a leading apparel store- Creating a daily strategy for success and running operations so goals are achieved.- Reviewing business strategy to further store profits- Anaylzying areas of improvement with store manager and creating action plan to find methods of improvement.

Jun 2006 - May 2007

Marketing Intern

Cordua Restaurants

Houston, Texas, US

Marketing Internship at a leading Houston based Restaurant-Working closely with Director of Marketing and Marketing team in all areas of marketing-Project management and coordination of third party agencies-Conducting customer surveys and performing market research-Editing and proofing of artwork-Assisting in the development and management of promotional.

Nov 2005 - Feb 2006
2 education records

Aalok Patel education

Bachelor Of Business Administration, Business Admin/Management

Houston Christian University

Master Of Business Administration

University Of St Thomas
FAQ

Frequently asked questions about Aalok Patel

Quick answers generated from the profile data available on this page.

What company does Aalok Patel work for?

Aalok Patel works for J.P. Morgan Wealth Management.

What is Aalok Patel's role at J.P. Morgan Wealth Management?

Aalok Patel is listed as Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management at J.P. Morgan Wealth Management.

What is Aalok Patel's email address?

AeroLeads has found 1 work email signal at @etrade.com for Aalok Patel at J.P. Morgan Wealth Management.

What is Aalok Patel's phone number?

AeroLeads has found 3 phone signal(s) with area code 832, 314 for Aalok Patel at J.P. Morgan Wealth Management.

Where is Aalok Patel based?

Aalok Patel is based in Greater Houston, United States, United States while working with J.P. Morgan Wealth Management.

What companies has Aalok Patel worked for?

Aalok Patel has worked for J.P. Morgan Wealth Management, E*Trade, J.P Morgan Wealth Management, Td Ameritrade, and Fidelity Investments.

How can I contact Aalok Patel?

You can use AeroLeads to view verified contact signals for Aalok Patel at J.P. Morgan Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Aalok Patel attend?

Aalok Patel holds Bachelor Of Business Administration, Business Admin/Management from Houston Christian University.

What skills is Aalok Patel known for?

Aalok Patel is listed with skills including Series 7, Series 63, Mutual Funds, Marketing, Management, Analysis, Recruiting, and Leadership.

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