Jeffrey S. Karan
Professional summary
Jeffrey Scott Karan is a registered financial professional currently at WAVEEDGE PARTNERS LLC located in Woodside, California.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1985. Jeffrey has worked at 3 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Scott Karan's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 15, 2003 - Present
WAVEEDGE PARTNERS LLC
Office #2: 5 Ranch Road, Woodside, CA 94062October 21, 1987 - April 13, 1992
GOLDMAN SACHS & CO. LLC
April 27, 1985 - April 28, 1986
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/16/2003)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
WAVEEDGE PARTNERS LLC
CRD#: 126182 / SEC#: , 8-65863
Contact information
FINRA licenses (2 States and Territories)
Documents
Red Flags
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