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 (registration year 2023). Ownership is listed as a mix of a domestic entity and an individual. Public disclosures captured in FINTRX are minimal: the firm is categorized as "Unclassified" and does not identify as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Little detail is provided about the firm's business lines, advisory focus, fee model, or client segments. The available data points indicate a very limited public footprint rather than a full-profile RIA with disclosed investment programs or client-service descriptions.

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

    John Crossman

    CEOCRD 871545

Contacts

2 of 2
  • Jocyline Carrena

    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