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Jaspreet S Tathgur

Keybanc Capital Markets Inc.

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About Jaspreet S Tathgur

Jaspreet Tathgur is a registered representative with Keybanc Capital Markets Inc. Jaspreet is currently located in San Francisco, CA and has been working in the financial services industry since 2021. Prior to joining Keybanc Capital Markets Inc., Jaspreet worked at Robert W. Baird & Co. Incorporated.

Firm Information

Jaspreet Tathgur 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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Jaspreet Tathgur’s Registration & Firm History

CA

09/09/2022 - Present

Keybanc Capital Markets Inc. (San Francisco CA)

IL

08/23/2021 - 09/22/2022

ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)

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Licenses & Designations

BC

Issued 09/01/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaspreet S Tathgur.
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