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 FINTRX as an investment bank. The data indicate ownership by a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and does not show activity as a multi-state adviser, pension consultant, or related adviser. FINTRX also flags the firm as not being an active ESG investor. The profile in the available dataset focuses on organizational attributes rather than client-facing advisory services or portfolio strategies. Given those attributes and the lack of reported advisory metrics, the firm appears to operate primarily in an investment-banking or brokerage capacity rather than as a traditional registered investment adviser managing retail or institutional advisory relationships.
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 485
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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