UPHOLD SECURITIES INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 34071
- Registered since
- July 30, 1993
- Website
- www.jnksecurities.com
Firm profile
FINTRXOverview
Uphold Securities Inc. is recorded as a corporate entity that has been SEC-registered since 1993. FINTRX characterizes ownership as a mix of a domestic entity and an individual and places the firm in an “unclassified” category rather than a specific advisory segment. The database flags the firm as not being a capital allocator and not an active ESG investor; it is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. FINTRX contains little granular information about the firm’s client base, fee schedules, or specific advisory and business activities.
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
Contacts
2 of 2ADAM BLUMENFELD
EmployeeCRD 2751789
CURTIS SNYDER
Head of EquitiesCRD 1885111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 529 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CREDIT AGRICOLE SECURITIES (USA) INC.
Broker-DealerNew York, NY
CANTOR FITZGERALD & CO.
Broker-DealerNew York, NY
DSIL INVESTMENT SERVICES LLC
Broker-DealerNew York, NY
J.P. Morgan Securities LLC
Broker-DealerNew York, NY
COLONIAL SECURITIES, INC.
Broker-DealerNew York, NY
BNY Mellon Securities Corporation
Broker-DealerNew York, NY