Jahani Securities Inc.

Broker-DealerFINRA Member
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; ownership is recorded as a mix of a domestic entity and an individual. The firm is classified in the dataset as "unclassified." Available records flag the firm as not being a capital allocator and not identifying as an active ESG investor. It is also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public-facing detail about the firm's business lines, advisory services, fee model and target client segments is limited in the source material.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Wealth teams

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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