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 and is recorded as an SEC-registered adviser in 2026. Ownership is listed as a mix of a domestic entity and an individual. Publicly reported classifications are minimal — the firm appears as "Unclassified" in the available fields. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Key operational fields that typically describe fee arrangements, client segments, advisory activities and broader business lines were not disclosed in the source data.
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
2 of 2
Calvin Persaud
Chief Compliance OfficerCRD 3261683

David Caruso
CEOCRD 1261444
Contacts
1 of 1
Tracie Okeefe
FinOpCRD 5924814
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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