CJS SECURITIES, INC.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
WHITE PLAINS, New York
CRD number
44823
Registered since
July 8, 1998

Firm profile

FINTRX

Overview

CJS Securities, Inc. is organized as a corporation and has been registered with the SEC since 1998. The firm is classified in the source data as an investment bank and is owned by an individual. The snapshot indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, pension consultant, or related adviser. The source provides no detail on advisory activities, fee schedules, or specific business lines beyond the investment bank classification. That absence of advisory descriptors, together with the "capital allocator: No" flag, suggests the entity functions more as a broker-dealer/investment banking vehicle than as an asset manager serving advisory clients.

Assets & Accounts

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

Contacts

3 of 14
  • William Gildea

    Registered RepresentativeCRD 7803912

  • ROSS KLINGER

    Senior TraderCRD 3084060

  • LEE JAGODA

    Senior Managing DirectorCRD 4986879

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

WHITE PLAINS, NY

WESTCHESTER

Location

WHITE PLAINS, NY

Headquartered in WHITE PLAINS, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
50 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth