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Urmi Uttam Jain

Rede Partners (americas) LLC

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About Urmi Uttam Jain

Urmi Uttam Jain is a registered representative with Rede Partners (americas) LLC. Urmi has been in the securities industry since 2020. Urmi holds Series 7, Series 63 and SIE licenses. Urmi has previous experience with EVERCORE GROUP L.L.C. and Goldman Sachs & Co. LLC. Urmi is registered to sell securities in 40 states and the District of Columbia.

Firm Information

Urmi Jain is currently registered with Rede Partners (americas) LLC. Rede Partners (americas) LLC is a Limited Liability Company formed on December 4, 2018, and is registered in 40 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

9

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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Urmi Jain’s Registration & Firm History

NY

06/03/2024 - Present

Rede Partners (americas) LLC (NEW YORK NY)

NY

03/28/2022 - 05/14/2024

EVERCORE GROUP L.L.C. (NEW YORK NY)

NY

09/03/2020 - 04/14/2022

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/11/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Urmi Uttam Jain.
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