Jonestrading

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
157
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 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

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
  • Michael Orourke

    Michael Orourke

    Chief Market StrategistCRD 2685410

  • Jack Garceau

    Jack Garceau

    Chief Technology OfficerCRD 2732948

  • Jeremy Bell

    Jeremy Bell

    Chief Compliance OfficerCRD 4498676

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Contacts

3 of 152
  • Jason Weaver

    Jason Weaver

    Managing DirectorCRD 4730583

  • Evan Gevarter

    Evan Gevarter

    Managing DirectorCRD 702357

  • William Spencer

    William Spencer

    Managing DirectorCRD 1347750

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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