Pacific Point Securities, LLC
Firm details
- Headquarters
- Anaheim, California
- CRD number
- 150272
- Registered since
- December 15, 2009
Firm profile
FINTRXOverview
Pacific Point Securities, LLC is organized as a limited liability company and has been SEC-registered since 2009. The firm’s snapshot classifies it as "Unclassified" in the dataset; ownership is recorded as a mix of a domestic entity and an individual. The profile flags the firm as not acting as a capital allocator, not identifying as an active ESG investor, and not operating as a multi-state adviser, pension consultant, or related adviser. Available records do not list client segments, fee schedules, or specific advisory activities, so there is no published detail here about the firm’s target clients, service model, or investment approach.
Assets & Accounts
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 4
Jerome Duhovic
Chief Administrative OfficerCRD 2123754

Sheri Lejman
Chief Financial OfficerCRD 6406038

Kevin Lee
Deputy Chief Compliance OfficerCRD 3143283
Contacts
3 of 3
Joanna Mccomsey
Vice President Regional Compliance Officer, OSJ Branch ManagerCRD 3101022

Adam Simon
Vice PresidentCRD 2524249
Westley King
PresidentCRD 2527676
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Anaheim, CA
Orange
Location
Anaheim, CA
Headquartered in Anaheim, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 2300 E Katella Ave
- Time zone
- PT (UTC-8)
- Office locations
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