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 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
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 6James Munsey
Chief Operating OfficerCRD 7631388
RAYMOND JACKSON
Chief Financial OfficerCRD 5563363
BRENDAN MCLAUGHLIN
Chief Compliance OfficerCRD 2562815
Contacts
3 of 464Muhozi 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
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