Citizens Jmp Securities, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 22208
- Registered since
- May 13, 1988
- Website
- www.citizensbank.com
Firm profile
FINTRXOverview
Citizens Jmp Securities, LLC is a limited liability company that operates as an investment bank and has been SEC-registered since 1988. Ownership is identified as a mix of a domestic entity and individual ownership. The firm does not position itself as a capital allocator and is not described as an active ESG investor. Regulatory-designation flags in the source indicate it is not a multi-state adviser, not a pension consultant, and not a related adviser. The dataset provides little detail about client types, fee arrangements, or advisory offerings, and the firm did not supply information about business activities or affiliations in the source material. That limits visibility into client segments served (retail, institutional, high-net-worth) and the specific services it delivers beyond its classification as an investment bank.
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
3 of 6
James Munsey
Chief Operating OfficerCRD 7631388

Raymond Jackson
Chief Financial OfficerCRD 5563363
Brendan Mclaughlin
Chief Compliance OfficerCRD 2562815
Contacts
3 of 469
Muhozi Aimable
Investment Banking AssociateCRD 7009201

Anne Halvorsen
SVPCRD 4456665

Miles Saunders
Managing DirectorCRD 5566711
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Aquilo Partners, L.P.
Broker-DealerSan Francisco, CA
Caplight Markets LLC
Broker-DealerSan Francisco, CA
Vista Point Advisors, LLC
Broker-DealerSan Francisco, CA
Denning & Company LLC
Broker-DealerSan Francisco, CA
Probitas Funds Group, LLC
Broker-DealerSan Francisco, CA
White Oak Merchant Partners LLC
Broker-DealerSan Francisco, CA