CITIZENS JMP SECURITIES, LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
470
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
22208
Registered since
May 13, 1988

Firm profile

FINTRX

Overview

Citizens Jmp Securities, LLC is organized as a limited liability company and has been SEC-registered since 1988. The firm is classified in the data as an investment bank rather than a registered investment adviser or capital allocator. Ownership is identified as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and is marked as not being an active ESG investor, not a multi-state adviser, not newly formed, and not a pension consultant. The source did not provide detail on the firm’s client base, fee structure, specific business activities, or advisory services.

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

3 of 6
  • James Munsey

    Chief Operating OfficerCRD 7631388

  • RAYMOND JACKSON

    Chief Financial OfficerCRD 5563363

  • BRENDAN MCLAUGHLIN

    Chief Compliance OfficerCRD 2562815

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Contacts

3 of 464
  • Muhozi Aimable

    Investment Banking AssociateCRD 7009201

  • Anne Halvorsen

    SVPCRD 4456665

  • MILES SAUNDERS

    Managing DirectorCRD 5566711

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
101 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth