JONESTRADING

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
155
Avg account
$0

Firm details

Headquarters
THOUSAND OAKS, California
CRD number
6888
Registered since
May 21, 1981

Firm profile

FINTRX

Overview

Jonestrading is organized as a limited liability company and is classified in the record as an investment bank. The firm traces its SEC registration to 1981 and is listed under an owner structure described as a domestic entity and individual. The FINTRX snapshot indicates Jonestrading does not position itself as a capital allocator, is not flagged as an active ESG investor, and is not recorded as a multi-state adviser or pension consultant.

Assets & Accounts

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

Owners & executives

3 of 5
  • ALAN HILL

    Chief Executive OfficerCRD 5182098

  • JEREMY BELL

    Chief Compliance OfficerCRD 4498676

  • MICHAEL OROURKE

    Chief Market StrategistCRD 2685410

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Contacts

3 of 150
  • Hunter Kosmala

    Agency TraderCRD 8086319

  • CHARLES SEAMAN

    TraderCRD 3260267

  • MICHAEL HORNBUCKLE

    Institutional Sales TraderCRD 5788548

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth