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 and is owned by a mix of domestic entities and individuals. Available records do not show advisory functions or fee-based wealth-management activity; instead, the profile and disclosures point toward capital markets and investment-banking activities rather than acting as a traditional asset manager. The firm is not listed as a capital allocator and is not identified as an active ESG investor. It is also not designated as a multi-state adviser, a pension consultant, or a related adviser under the provided data fields. Specific business lines and client segments were not reported in the source information.
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
Raymond Jackson
Chief Financial OfficerCRD 5563363

Mark Lehmann
Chief Executive OfficerCRD 2232490
Brendan Mclaughlin
Chief Compliance OfficerCRD 2562815
Contacts
3 of 471
John Stoviak
Managing DirectorCRD 5354793

Riley Aviles
Junior TraderCRD 6680738

Kyle Poston
Vice PresidentCRD 4938205
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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