Ranjan Jagetia has been an investment adviser representative at Prasad Wealth Partners since September 2024, and is not listed among the firm’s executive officers or direct owners.
Prasad Wealth Partners, LLC is an Independence, OH firm with $572M under management, 729 clients and 5 advisers across 3 offices, as of its July 2026 filing.
Ranjan Jagetia’s longest registration was 9 years at Msi Financial Services, Inc. (2007–2017). Before joining Prasad Wealth Partners in 2024, Ranjan Jagetia was registered through Regal Investment Advisors LLC and Arbor Point Advisors.
- Prasad Wealth PartnersCurrent– present · 2 yearsIndependence, OH · Adviser representative · Firm CRD 332507
- Regal Investment Advisors LLC– · 4 yearsOakwood Village, OH · Adviser representative · Firm CRD 125004
- Arbor Point Advisors– · 1 yearOakwood Village, OH · Adviser representative · Firm CRD 165127
- Commonwealth Financial Network– · 1 yearOakwood Village, OH · Adviser representative · Firm CRD 8032
- Msi Financial Services, Inc.– · 9 yearsOakwood Village, OH · Adviser representative · Firm CRD 14251
Investment adviser representative registrations
Ranjan Jagetia is registered as an investment adviser representative in Ohio, since September 2024.
- OhioSince 5 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 25 October 2012 |
| Series 7 | General Securities Representative Examination | 8 July 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 August 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 2352338
- Firm
- Prasad Wealth Partners · CRD 332507
- Office
- 6050 OAK TREE BLVD., SUITE 100, Independence, OH 44131
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1993
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Ranjan Jagetia work?
Ranjan Jagetia is an investment adviser representative registered through Prasad Wealth Partners, LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Ranjan Jagetia a financial advisor?
Yes. Ranjan Jagetia has a current investment-adviser registration in Ohio, through Prasad Wealth Partners since September 2024.
How many years of experience does Ranjan Jagetia have?
Ranjan Jagetia has 33 years in the financial industry, since August 1993, across 5 adviser firms.
What exams has Ranjan Jagetia passed?
Ranjan Jagetia has passed 3 licensing exams: the Series 6, Series 7 and Series 63. The earliest, the Series 6, was passed in August 1993. FINRA credited Ranjan Jagetia with the SIE, which began in October 2018.
Where did Ranjan Jagetia work before Prasad Wealth Partners?
Before Prasad Wealth Partners, Ranjan Jagetia was registered through Arbor Point Advisors, October 2018 to May 2020; Commonwealth Financial Network, January 2017 to October 2018; Msi Financial Services, Inc., April 2007 to January 2017.
Where is Ranjan Jagetia based?
Ranjan Jagetia’s registered office is in Independence, OH.
Is Ranjan Jagetia registered with FINRA?
Yes. Ranjan Jagetia has a current broker registration, under CRD 2352338.
Source: FINRA BrokerCheck
How can I verify Ranjan Jagetia’s record?
Search CRD 2352338 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Ranjan Jagetia’s full registration record.