JCP Securities

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Irvine, California
CRD number
140318
Registered since
August 31, 2006

Firm profile

FINTRX

Overview

JCP Securities is organized as a corporation and is registered with the SEC (initial registration in 2006). Ownership is listed as a mix of a domestic entity and an individual. In the available data the firm is classified as “unclassified.” It is not identified as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multistate or newly formed adviser. The firm is also not listed as providing pension consulting or as a related adviser.

Assets & Accounts

Investments & Alternatives

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 4
  • Stephen Perry

    Stephen Perry

    Managing DirectorCRD 4264427

  • Kendall Fukumoto

    Kendall Fukumoto

    DirectorCRD 6184486

  • Christopher Reinecke

    Christopher Reinecke

    Vice PresidentCRD 6561139

Unlock 1 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

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
100 Spectrum Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth