JVM Securities, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Oak Brook, Illinois
CRD number
290327
Registered since
January 17, 2018

Firm profile

FINTRX

Overview

JVM Securities, LLC is organized as a limited liability company and has been registered with the SEC since 2018. The firm is classified as unclassified in the FINTRX snapshot and is identified as being owned by a domestic entity and an individual. FINTRX flags indicate JVM Securities is not a capital allocator and does not identify as an active ESG investor. The snapshot also marks it as not operating as a multi-state adviser, not newly formed (relative to whatever benchmark FINTRX uses), not a pension consultant, and not a related adviser.

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

Contacts

3 of 7
  • Matt Myers

    Matt Myers

    ConsultantCRD 344182

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Mae Behm

    Mae Behm

    Vice PresidentCRD 6296850

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Oak Brook, IL

Du Page

Location

Oak Brook, IL

Headquartered in Oak Brook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
903 Commerce Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth