Citizens Jmp Securities, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 22208
- Registered since
- May 13, 1988
- Website
- www.citizensbank.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 7
James Munsey
Chief Operating OfficerCRD 7631388
David Hilder
Chief Executive OfficerCRD 2178978

Raymond Jackson
Chief Financial OfficerCRD 5563363
Contacts
3 of 474
Muhozi Aimable
Investment Banking AssociateCRD 7009201

Anne Halvorsen
SVPCRD 4456665

Miles Saunders
Managing DirectorCRD 5566711
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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