VEX Securities

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
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 with domestic entity and individual ownership. The firm is listed as "Unclassified" in the source dataset and has provided very limited public detail about its business model, client focus, or advisory activities. Available metadata flags show the firm is not identified as a capital allocator, does not report active ESG investing, is not designated as a multi-state adviser, is not marked as newly formed, and is not labeled a pension consultant or related adviser. Those attributes, together with the sparse disclosure, suggest minimal reported operational scope in the dataset.

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

3 of 3
  • Stephen Squire

    Managing MemberCRD 1596703

  • Ricardo Clarke

    FinOpCRD 6253240

  • Jocyline Carrena

    Jocyline Carrena

    FinOpCRD 7658892

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