Jade Mountain Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Bonita Springs, Florida
CRD number
337881
Registered since
September 2, 2026

Firm profile

FINTRX

Overview

Jade Mountain Securities LLC is organized as a limited liability company with domestic entity and individual ownership. Public records classify the firm as unclassified and provide minimal detail about its business and advisory activities. Available data indicate the firm does not act as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. The firm has not supplied information about its activities or outside affiliations.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bonita Springs, FL

Lee

Location

Bonita Springs, FL

Headquartered in Bonita Springs, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Lee
Address
27070 Serrano Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth