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 as an investment bank. The firm has been registered with the SEC since 1981. FINTRX records indicate Jonestrading operates more as a capital markets / broker-dealer style business than as a discretionary asset manager: it is not listed as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser or pension consultant. The source file provides little detail on client segments, fee models, or advisory services. Taken together with the investment-bank classification, the available data points suggest the firm focuses on trading, execution, and related investment-banking activities rather than running retail or institutional managed portfolios.
Assets & Accounts
Investments & Alternatives
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 5Alan Hill
Chief Executive OfficerCRD 5182098

Jeremy Bell
Chief Compliance OfficerCRD 4498676

Michael Orourke
Chief Market StrategistCRD 2685410
Contacts
3 of 148
Hunter Kosmala
Agency TraderCRD 8086319
Charles Seaman
TraderCRD 3260267

Michael Hornbuckle
Institutional Sales TraderCRD 5788548
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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