J.M Lummis Securities, Inc.
Firm details
- Headquarters
- New Canaan, Connecticut
- CRD number
- 43818
- Registered since
- July 15, 1998
- Website
- www.jmlummis.com
Firm profile
FINTRXOverview
J.M Lummis Securities, Inc. is organized as a corporation and is recorded by FINTRX as an SEC-registered entity since 1998. Ownership is listed as a mix of a domestic entity and an individual, and the firm is categorized in FINTRX as "Unclassified." FINTRX does not list any reported advisory activities, client segments, fee schedules, or specific business lines for the firm. The record also indicates the firm is not flagged as a capital allocator, is not active on ESG investing, is not a multi-state adviser, is not newly formed, and is not identified as a pension consultant or related adviser.
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
1 of 1
Edward Samson
Founder and CEOCRD 2041321
Contacts
3 of 5
Kevin Corrigan
Registered RepresentativeCRD 3136962
David Lummis
PresidentCRD 2936177
Joseph Granata
Fixed Income TraderCRD 8142341
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New Canaan, CT
Fairfield
Location
New Canaan, CT
Headquartered in New Canaan, CT, 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
- Fairfield
- Address
- 50 Locust Ave
- Time zone
- ET (UTC-5)
- Office locations
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