Jonestrading

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
152
Avg account
$0

Firm details

Headquarters
Thousand Oaks, California
CRD number
6888
Registered since
May 21, 1981

Firm profile

FINTRX

Overview

Jonestrading is organized as a limited liability company and is classified in FINTRX data as an investment bank. The firm has been SEC-registered since 1981. Ownership is listed as a domestic entity and individual, but the dataset does not supply details about executive leadership, advisory services, or specific business lines. Several cataloged attributes point away from traditional advisory or asset-management activity: Jonestrading is marked as not being a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not identified as a related adviser. Those flags, together with the investment-bank classification, suggest its primary activities are likely transactional or brokerage-oriented rather than discretionary portfolio management, although the firm did not provide descriptive business or advisory activity text in the source data.

Assets & Accounts

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

Owners & executives

3 of 5
  • Alan Hill

    Alan Hill

    Chief Executive OfficerCRD 5182098

  • Jeremy Bell

    Jeremy Bell

    Chief Compliance OfficerCRD 4498676

  • Michael Orourke

    Michael Orourke

    Chief Market StrategistCRD 2685410

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Contacts

3 of 147
  • Hunter Kosmala

    Hunter Kosmala

    Agency TraderCRD 8086319

  • Charles Seaman

    TraderCRD 3260267

  • Michael Hornbuckle

    Michael Hornbuckle

    Institutional Sales TraderCRD 5788548

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Thousand Oaks, CA

Ventura

Location

Thousand Oaks, CA

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

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Ventura
Address
555 Saint Charles Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth