Jade Mountain Securities LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
—
Advisory reps
3
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 and is recorded as an SEC-registered adviser in 2026. Ownership is listed as a mix of a domestic entity and an individual. Publicly reported classifications are minimal — the firm appears as "Unclassified" in the available fields. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Key operational fields that typically describe fee arrangements, client segments, advisory activities and broader business lines were not disclosed in the source data.

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

2 of 2
  • Calvin Persaud

    Calvin Persaud

    Chief Compliance OfficerCRD 3261683

  • David Caruso

    David Caruso

    CEOCRD 1261444

Contacts

1 of 1
  • Tracie Okeefe

    Tracie Okeefe

    FinOpCRD 5924814

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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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