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Taran Katta

Jefferies LLC

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About Taran Katta

Taran Katta is a registered investment advisor with Jefferies LLC. Taran Katta holds Series 63, 86, 87 and SIE licenses. Taran Katta is currently registered in 53 states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Taran Katta has been in the industry since January 4, 2024.

Firm Information

Taran Katta 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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Taran Katta’s Registration & Firm History

CA

01/05/2024 - Present

Jefferies LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 11/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2024

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 12/14/2023

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/14/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Taran Katta.
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