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 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
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 7
James Munsey
Chief Operating OfficerCRD 7631388
David Hilder
Chief Executive OfficerCRD 2178978

Raymond Jackson
Chief Financial OfficerCRD 5563363
Contacts
3 of 474
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
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