Citizens Jmp Securities, LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
468
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 and lists ownership by a combination of a domestic entity and an individual. The record indicates the firm does not operate as a capital allocator and is not positioned as a multi-state adviser; it also is not identified as an active ESG investor, a pension consultant, or a related adviser. Details about its fee model, specific advisory activities, and client segments were not provided in the available dataset.

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 6
  • James Munsey

    James Munsey

    Chief Operating OfficerCRD 7631388

  • Raymond Jackson

    Raymond Jackson

    Chief Financial OfficerCRD 5563363

  • Brendan Mclaughlin

    Chief Compliance OfficerCRD 2562815

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Contacts

3 of 462
  • 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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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