Jonestrading
Firm details
- Headquarters
- Thousand Oaks, California
- CRD number
- 6888
- Registered since
- May 21, 1981
- Website
- www.jonestrading.com
Firm profile
FINTRXOverview
Jonestrading is organized as a limited liability company and is classified in the data as an investment bank. Ownership is listed as domestic entity/individual, and the snapshot indicates the firm does not function as a capital allocator. The available record also flags the firm as not being an active ESG investor, not a multi-state adviser, not newly formed as an adviser, and not a pension consultant or related adviser. The dataset does not list client segmentation, fee schedules, or discrete advisory activities for Jonestrading, so there are no adviser-style service details reported alongside its investment-bank designation.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Michael Orourke
Chief Market StrategistCRD 2685410

Jack Garceau
Chief Technology OfficerCRD 2732948

Jeremy Bell
Chief Compliance OfficerCRD 4498676
Contacts
3 of 152
Jason Weaver
Managing DirectorCRD 4730583

Evan Gevarter
Managing DirectorCRD 702357

William Spencer
Managing DirectorCRD 1347750
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Thousand Oaks, CA
Ventura
Location
Thousand Oaks, CA
Headquartered in Thousand Oaks, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 555 Saint Charles Dr
- Time zone
- PT (UTC-8)
- Office locations
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