Citizens Jmp Securities, LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
481
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
22208
Registered since
May 13, 1988

Firm profile

FINTRX

Overview

Citizens Jmp Securities, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm has been SEC-registered since 1988 and is owned by a mix of a domestic entity and individuals. The record identifies the firm as neither a capital allocator nor an active ESG investor. It is also not listed as a multi-state adviser, not newly formed, and not identified as a pension consultant or related adviser in the supplied data. The dataset does not list specific advisory activities, fee schedules, or client segments for the firm. That absence, together with the classification as an investment bank, suggests its primary public-facing role is brokerage and investment-banking related rather than wealth-management or institutional asset-allocation services.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 7
  • James Munsey

    James Munsey

    Chief Operating OfficerCRD 7631388

  • David Hilder

    David Hilder

    Chief Executive OfficerCRD 2178978

  • Raymond Jackson

    Raymond Jackson

    Chief Financial OfficerCRD 5563363

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Contacts

3 of 474
  • Muhozi Aimable

    Muhozi Aimable

    Investment Banking AssociateCRD 7009201

  • Anne Halvorsen

    Anne Halvorsen

    SVPCRD 4456665

  • Miles Saunders

    Miles Saunders

    Managing DirectorCRD 5566711

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
101 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth