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 in the source data as an investment bank. The firm appears to have been SEC-registered since 1988 and is listed as having both a domestic entity and individual ownership structure. Available metadata indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is not described as a multi-state adviser, a pension consultant, or a related adviser. Specifics about advisory activities, fee schedules, or core business lines beyond the investment bank classification were not provided.
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 478
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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