VEX Securities

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
San Jose, California
CRD number
317371
Registered since
August 1, 2023

Firm profile

FINTRX

Overview

VEX Securities is organized as a limited liability company and is recorded as an SEC-registered adviser in 2023. Publicly reported metadata indicates ownership tied to a domestic entity and an individual. The firm is listed as unclassified in FINTRX’s taxonomy and does not appear as a capital allocator. It is not identified as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. There is minimal disclosure about the firm’s business lines, advisory activities, client segments, or investment approach in the available data. FINTRX shows no supplemental information about manager allocations, strategy preferences, or affiliations.

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

1 of 1
  • John Crossman

    John Crossman

    CEOCRD 871545

Contacts

2 of 2
  • Jocyline Carrena

    Jocyline Carrena

    FinOpCRD 7658892

  • Stephen Squire

    Managing MemberCRD 1596703

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Jose, CA

Santa Clara

Location

San Jose, CA

Headquartered in San Jose, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Clara
Address
333 W San Carlos St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth