VEX Securities
Firm details
- Headquarters
- San Jose, California
- CRD number
- 317371
- Registered since
- August 1, 2023
- Website
- vexsecurities.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
John Crossman
CEOCRD 871545
Contacts
3 of 3Stephen Squire
Managing MemberCRD 1596703
Ricardo Clarke
FinOpCRD 6253240

Jocyline Carrena
FinOpCRD 7658892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Centaurus Financial, Inc.
Broker-DealerAnaheim, CA
Montrose Securities International
Broker-DealerSausalito, CA
Sprott Global Resource Investments Ltd
Broker-DealerCarlsbad, CA
Blakeslee and Blakeslee Inc.
Broker-DealerSan Luis Obispo, CA
Wulff, Hansen & Co
Broker-DealerSan Rafael, CA
Comstock Partners, L.L.C.
Broker-DealerEncino, CA