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Rowan Kurtz

Jefferies LLC

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About Rowan Kurtz

Rowan Kurtz is a financial professional who has been working in the industry since August 2023. Currently, Rowan is registered with Jefferies LLC. Rowan has passed the Series 79TO, Series 63 and SIE exams. Rowan is registered with Texas.

Firm Information

Rowan Kurtz is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

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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Rowan Kurtz’s Registration & Firm History

TX

08/02/2023 - Present

Jefferies LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 08/05/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/16/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rowan Kurtz.
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