JCP Securities

Broker-DealerFINRA MemberEst. 2006
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 has been registered with the SEC since 2006. The firm is owned by a combination of a domestic entity and an individual. Available records classify the adviser as unclassified and indicate it does not operate as a capital allocator. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not flagged as a pension consultant or a related adviser. Specifics about client segments, fee schedules, business lines, or advisory activities were not provided in the available dataset.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth