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Jennifer Wu

Keybanc Capital Markets Inc.

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About Jennifer Wu

Jennifer Wu is a registered representative of Keybanc Capital Markets Inc., located in Cleveland, OH. Jennifer has been in the securities industry since May 17, 2013. Jennifer is licensed to sell securities in Ohio and New York. Jennifer has passed the Series 7, Series 79, SIE and Series 63 exams. Jennifer's previous employment experience includes Goldman, Sachs & Co. in New York, NY.

Firm Information

Jennifer Wu 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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Jennifer Wu’s Registration & Firm History

OH

04/14/2015 - Present

Keybanc Capital Markets Inc. (CLEVELAND OH)

NY

08/24/2009 - 07/20/2011

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/22/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2015

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 08/22/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Wu.
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