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Jamie Lauren Geen

Keybanc Capital Markets Inc.

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About Jamie Lauren Geen

Jamie Lauren Geen is a financial professional with Keybanc Capital Markets Inc. in New York, NY. Jamie has been in the industry for over 1 year and has experience in investment banking. Jamie holds the Series 63, Series 79TO, Series 50, Series 52TO and SIE licenses. Jamie is currently registered with FINRA and the state of New York.

Firm Information

Jamie Geen is currently registered with Keybanc Capital Markets Inc.. Keybanc Capital Markets Inc. is a corporation formed on May 18, 1983 and is registered in 53 states and the SEC. The firm is headquartered in Cleveland, Ohio, and provides a wide range of investment banking and capital markets services. The firm's services include mergers and acquisitions, debt and equity underwriting, and financial advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

359

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jamie Geen’s Registration & Firm History

NY

08/18/2023 - Present

Keybanc Capital Markets Inc. (New York NY)

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Licenses & Designations

BC

Issued 04/20/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 09/11/2023

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 08/18/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 03/16/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie Lauren Geen.
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