Jahani Securities Inc.

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
299801
Registered since
December 11, 2023

Firm profile

FINTRX

Overview

Jahani Securities Inc. is organized as a corporation and is recorded as an SEC-registered adviser as of 2023. Ownership is listed as a combination of a domestic entity and an individual. The firm’s regulatory classification is shown as unclassified. According to the registry data, the firm is not a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. The dataset does not include descriptions of the firm’s advisory offerings, fee schedule, or typical client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Sherman Cheng

    FinOpCRD 2978442

  • Joshua Jahani

    Joshua Jahani

    Managing DirectorCRD 7057287

  • Gareth Waldeck

    Gareth Waldeck

    Registered RepresentativeCRD 7710518

Unlock 2 more contacts

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

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, 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
New York
Address
641 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth