Citizens Jmp Securities, LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
477
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 as an investment bank. The firm has been SEC-registered since 1988 and is owned by a mix of domestic entities and individuals. Available records do not show advisory functions or fee-based wealth-management activity; instead, the profile and disclosures point toward capital markets and investment-banking activities rather than acting as a traditional asset manager. The firm is not listed as a capital allocator and is not identified as an active ESG investor. It is also not designated as a multi-state adviser, a pension consultant, or a related adviser under the provided data fields. Specific business lines and client segments were not reported in the source information.

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
  • Raymond Jackson

    Raymond Jackson

    Chief Financial OfficerCRD 5563363

  • Mark Lehmann

    Mark Lehmann

    Chief Executive OfficerCRD 2232490

  • Brendan Mclaughlin

    Chief Compliance OfficerCRD 2562815

Unlock 3 more executives

Contacts

3 of 471
  • John Stoviak

    John Stoviak

    Managing DirectorCRD 5354793

  • Riley Aviles

    Riley Aviles

    Junior TraderCRD 6680738

  • Kyle Poston

    Kyle Poston

    Vice PresidentCRD 4938205

Unlock 468 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