CJS Securities Ia, Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
7

Firm details

Headquarters
White Plains, New York
CRD number
326920
Fee structure
Fixed Fees, Other

Firm profile

FINTRX

Overview

CJS Securities Ia, Inc. is organized as a corporation and is classified in the FINTRX snapshot as an institutional registered investment adviser. Ownership is listed as individual and the firm is affiliated with broker-dealer activity. Its reported fee structure includes fixed fees and an unspecified "other" category. The snapshot indicates the adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not flagged as a capital allocator, pension consultant, or related adviser.

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

Contacts

3 of 7
  • Daniel Moore

    Daniel Moore

    Research AnalystCRD 2614723

  • Lee Jagoda

    Lee Jagoda

    Senior Managing DirectorCRD 4986879

  • Jonathan Tanwanteng

    Managing DirectorCRD 4886441

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

White Plains, NY

Westchester

Location

White Plains, NY

Headquartered in White Plains, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Westchester
Address
50 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth