JCP Securities

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Irvine, California
CRD number
140318
Registered since
August 31, 2006

Firm profile

FINTRX

Overview

JCP Securities is organized as a corporation and is owned by a combination of a domestic entity and an individual. The firm is categorized as "unclassified" in the source dataset. It is not set up as a capital allocator and does not identify as an active ESG investor. The dataset also indicates the firm is not a multi-state adviser and is not newly formed. Public details on the firm's client base, fee structure and day-to-day advisory activities are limited in the available record.

Investments & Alternatives

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 4
  • Stephen Perry

    Stephen Perry

    Managing DirectorCRD 4264427

  • Kendall Fukumoto

    Kendall Fukumoto

    DirectorCRD 6184486

  • Christopher Reinecke

    Christopher Reinecke

    Vice PresidentCRD 6561139

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
100 Spectrum Center Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth