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 a corporate-structured advisory firm that registered with the SEC in 2006. Ownership is indicated as a combination of a domestic entity and an individual, and the firm is not categorized under the standard RIA classifications in the available profile. The record shows the firm does not act as a capital allocator and does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related/affiliated adviser. The firm’s public profile contains limited detail on client segments, fee schedules, or day-to-day advisory activities. Where information is sparse, the available items indicate a small, privately held organization with a narrow public footprint rather than a multi-regional RIA platform.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • STEPHEN PERRY

    Managing DirectorCRD 4264427

  • KENDALL FUKUMOTO

    DirectorCRD 6184486

  • Christopher Reinecke

    Vice PresidentCRD 6561139

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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