JVM Securities, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
6
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 appears on the SEC registration roll with an initial registration year of 2018. The firm is listed as having a domestic entity and individual ownership structure and is classified in the data as "Unclassified." The available record flags the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. It is also not identified as a multi-state adviser, pension consultant, related adviser, or newly formed adviser under the dataset’s categorical fields. The publicly supplied snapshot contains limited operational detail. The firm’s specific advisory activities, client segments, and fee schedule are not described in the provided record.

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 6
  • Matt Myers

    Matt Myers

    ConsultantCRD 344182

  • Mae Behm

    Mae Behm

    Vice PresidentCRD 6296850

  • Peter Efstathakis

    Compliance SupervisionCRD 2844224

Unlock 3 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