Terry J. Jiang
Professional summary
Terry Jiatao Jiang, who also goes by Terry Jiang, is a registered financial professional currently at INTREPID INVESTMENT BANKERS LLC located in San Francisco, California.
Terry is registered as a RR (Registered Representative) and started their career in finance in 2015. Terry has worked at 2 firms and has passed the Series 63, Series 7TO, SIE, Series 79 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Terry Jiatao Jiang's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 28, 2025 - Present
INTREPID INVESTMENT BANKERS LLC
Office #1: 350 California Street 20th Floor, San Francisco, CA, 94104February 23, 2015 - May 14, 2025
VAQUERO CAPITAL 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
(7/28/2025)
Exams
Series 7TO
Date: 3/3/2025
General Securities Representative ExaminationFINRA
Current Firm
INTREPID INVESTMENT BANKERS LLC
CRD#: 154801 / SEC#: , 8-68674
Contact information
FINRA licenses (9 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MUFG AMERICAS HOLDINGS CORPORATION | DIRECT OWNER | |
| BAGDASARIAN, EDUARD | CEO | 1307175 |
| FREEDMAN, JAMES BARRY | MANAGING DIRECTOR, CHAIRMAN | 1616904 |
| MILKMAN, PAUL DAVID | CHIEF INFORMATION SECURITY OFFICER | 1564708 |
| MORIN, STACEY LYNN | CHIEF FINANCIAL OFFICER | 5649422 |
| ROSENBERG, W MICHAEL | SENIOR MANAGING DIRECTOR | 1617639 |
| SCANDURA, STEPHEN THOMAS | CHIEF COMPLIANCE OFFICER | 4539229 |
Red Flags
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