Citizens Jmp Securities, LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
475
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 a limited liability company that operates as an investment bank and has been SEC-registered since 1988. Ownership is identified as a mix of a domestic entity and individual ownership. The firm does not position itself as a capital allocator and is not described as an active ESG investor. Regulatory-designation flags in the source indicate it is not a multi-state adviser, not a pension consultant, and not a related adviser. The dataset provides little detail about client types, fee arrangements, or advisory offerings, and the firm did not supply information about business activities or affiliations in the source material. That limits visibility into client segments served (retail, institutional, high-net-worth) and the specific services it delivers beyond its classification as an investment bank.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • James Munsey

    James Munsey

    Chief Operating OfficerCRD 7631388

  • Raymond Jackson

    Raymond Jackson

    Chief Financial OfficerCRD 5563363

  • Brendan Mclaughlin

    Chief Compliance OfficerCRD 2562815

Unlock 3 more executives

Contacts

3 of 469
  • Muhozi Aimable

    Muhozi Aimable

    Investment Banking AssociateCRD 7009201

  • Anne Halvorsen

    Anne Halvorsen

    SVPCRD 4456665

  • Miles Saunders

    Miles Saunders

    Managing DirectorCRD 5566711

Unlock 466 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth