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    Subhash C. Jatana

    MBA


    Check the background of this investment professional on FINRA's BrokerCheck

    About Subhash

    Formerly a Registered Professional Engineer with 19 U.S. and International patents in the energy field, Subhash is a Financial Services Representative and a Financial Advisor. His 22+ years of experience in analyzing individual financial needs and developing cost effective solutions has helped many successful doctors, business owners, and professionals in key areas of wealth accumulation, preservation, and tax reduction strategies.  He has helped many doctors in converting some of their taxable wealth into tax-free wealth and transferring it tax-free to their children and thereby reducing their own taxes. He has earned an Executive MBA, specializing in Strategic Planning & Marketing.

    Although Subhash has lived in Ohio most of his professional career, he has served many medical doctors, business owners, and professionals throughout the United States. He was a member of the Leader's Conference, President's Conference, and Chairman's Council.

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Subhash C. Jatana MBA is a registered representative of and offers securities through MSI Financial Services, Inc., Member SIPC, 5600 Blazer Parkway, Suite 100, Dublin, OH 43017, Tel: (614) 792-1463

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Arizona, Illinois, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Ohio, North Carolina, Pennsylvania, Texas, Tennessee, Utah, Virginia, West Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    Arizona, Illinois, Kentucky, North Carolina, Ohio, Pennsylvania, Texas, Utah, Virginia, West Virginia

    Subhash C. Jatana MBA, Dublin, OH

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