JVM Securities, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Oak Brook, Illinois
CRD number
290327
Registered since
January 17, 2018

Firm profile

FINTRX

Overview

JVM Securities, LLC is organized as a limited liability company and has been SEC-registered since 2018. Filings identify the owner type as a domestic entity/individual and classify the adviser as unclassified. The firm is not designated as a capital allocator, does not describe itself as an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, or related adviser. Public disclosures do not specify the firm's advisory activities, fee schedule, client segments, or investment specialties, so there is limited visibility into the day-to-day business model or target client profile from the available record.

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

Contacts

3 of 7
  • Matt Myers

    Matt Myers

    ConsultantCRD 344182

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Mae Behm

    Mae Behm

    Vice PresidentCRD 6296850

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Oak Brook, IL

Du Page

Location

Oak Brook, IL

Headquartered in Oak Brook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
903 Commerce Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth