J.M Lummis Securities, Inc.
Firm details
- Headquarters
- New Canaan, Connecticut
- CRD number
- 43818
- Registered since
- July 15, 1998
- Website
- www.jmlummis.com
Firm profile
FINTRXOverview
J.M Lummis Securities, Inc. is organized as a corporation and identified in the dataset as a domestic entity with individual ownership. Publicly available profile details are sparse: the firm is classified as unclassified in the source data and there are no listed advisory or fee-structure descriptions. The record flags the firm as not acting as a capital allocator and not participating as an active ESG investor. It is also not identified as a multi-state adviser, pension consultant, or a related adviser.
Assets & Accounts
Investments & Alternatives
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
1 of 1
Edward Samson
Founder and CEOCRD 2041321
Contacts
3 of 5
David Lummis
PresidentCRD 2936177
Marvin Brown
BrokerCRD 3021066
Edward Byrne
BrokerCRD 3021077
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New Canaan, CT
Fairfield
Location
New Canaan, CT
Headquartered in New Canaan, CT, 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
- Fairfield
- Address
- 50 Locust Ave
- Time zone
- ET (UTC-5)
- Office locations
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