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Jason Petri

Keybanc Capital Markets Inc.

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About Jason Petri

Jason Petri is a registered representative with Keybanc Capital Markets Inc. Jason has passed the Series 7TO, Series 99TO and SIE exams. Jason has been in the financial industry since February 2022.

Firm Information

Jason Petri 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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Jason Petri’s Registration & Firm History

OH

02/18/2022 - Present

Keybanc Capital Markets Inc. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 01/30/2023

Series 99TO - Operations Professional Examination

BC

Issued 02/17/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/10/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jason Petri.
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