Jade Mountain Securities LLC
Firm details
- Headquarters
- Bonita Springs, Florida
- CRD number
- 337881
- Registered since
- September 2, 2026
Firm profile
FINTRXOverview
Jade Mountain Securities LLC is organized as a limited liability company with domestic entity and individual ownership. Public records classify the firm as unclassified and provide minimal detail about its business and advisory activities. Available data indicate the firm does not act as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. The firm has not supplied information about its activities or outside affiliations.
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
Location
Bonita Springs, FL
Lee
Location
Bonita Springs, FL
Headquartered in Bonita Springs, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Lee
- Address
- 27070 Serrano Way
- Time zone
- ET (UTC-5)
- Office locations
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