Citizens Jmp Securities, LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
481
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 is classified as an investment bank. The firm has been SEC-registered since 1988. Ownership is listed as a combination of a domestic entity and an individual. Regulatory and profile flags in the available data indicate the firm does not act as a capital allocator, is not registered as a multi-state investment adviser, does not identify as an active ESG investor, and is not flagged as a pension consultant or related adviser. Those attributes, together with the absence of reported advisory activity, point toward a broker-dealer or investment banking operating model rather than a discretionary wealth-management or allocator role.

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 7
  • James Munsey

    James Munsey

    Chief Operating OfficerCRD 7631388

  • David Hilder

    David Hilder

    Chief Executive OfficerCRD 2178978

  • Raymond Jackson

    Raymond Jackson

    Chief Financial OfficerCRD 5563363

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Contacts

3 of 474
  • Muhozi Aimable

    Muhozi Aimable

    Investment Banking AssociateCRD 7009201

  • Anne Halvorsen

    Anne Halvorsen

    SVPCRD 4456665

  • Miles Saunders

    Miles Saunders

    Managing DirectorCRD 5566711

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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