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 has been SEC-registered since 2006. Ownership is identified as a combination of a domestic entity and an individual. The firm is not classified under any specific adviser subtype in the available data. It does not appear to act as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser. The snapshot also indicates the firm is not a pension consultant and has no reported related adviser relationships. The firm did not provide detail on client segments, fee schedules, or the specifics of its advisory or broader business activities in the source information.

Assets & Accounts

Investments & Alternatives

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

    Stephen Perry

    Managing DirectorCRD 4264427

  • Kendall Fukumoto

    Kendall Fukumoto

    DirectorCRD 6184486

  • Christopher Reinecke

    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