JAMIESON CORPORATE FINANCE US LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
170172
Registered since
June 22, 2015

Firm profile

FINTRX

Overview

Jamieson Corporate Finance US LLC is organized as a limited liability company and appears in SEC records dating to 2015. FINTRX classifies the firm as an investment bank rather than a capital allocator or asset manager; ownership is listed as a combination of a domestic entity and an individual. The dataset does not list fee schedules, specific advisory activities, or a defined client base. The firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the provided profile. Public filings and the available dataset offer limited detail about day-to-day business lines or deal activity, so its primary role appears to be transactional investment-banking work rather than discretionary portfolio management.

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
  • MARK WASSERBERGER

    CEO & Managing DirectorCRD 2636502

  • KAREN GENDRON

    CFOCRD 1503330

Contacts

3 of 12
  • Christopher Caputo

    AssociateCRD 8172661

  • David Mathless

    AssociateCRD 8012029

  • John White

    AnalystCRD 8129087

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, 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
NEW YORK
Address
410 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth