VEX SECURITIES

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
SAN JOSE, California
CRD number
317371
Registered since
August 1, 2023

Firm profile

FINTRX

Overview

VEX Securities is organized as a limited liability company and is registered with the SEC as of 2023. Public filings list the firm as owned by both a domestic entity and an individual and identify its regulatory classification as unclassified. Available disclosures are sparse. The firm does not report itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Fields for client types, advisory activities and fee structure are not provided in the source data.

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

1 of 1
  • JOHN CROSSMAN

    CEOCRD 871545

Contacts

2 of 2
  • Jocyline Carrena

    AccountantCRD 7658892

  • Stephen Squire

    Managing MemberCRD 1596703

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN JOSE, CA

SANTA CLARA

Location

SAN JOSE, CA

Headquartered in SAN JOSE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
333 W San Carlos St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth