VEX Securities
Firm details
- Headquarters
- San Jose, California
- CRD number
- 317371
- Registered since
- August 1, 2023
Firm profile
FINTRXOverview
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
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
2 of 2
Jocyline Carrena
FinOpCRD 7658892
Stephen Squire
Managing MemberCRD 1596703
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
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