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Aidan Peter Whitehead

Citizens JMP Securities, LLC

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About Aidan Peter Whitehead

Aidan Whitehead is a financial professional with over 25 years of experience in the industry. Aidan is currently registered with Citizens JMP Securities, LLC and has previously worked with Thinkequity Partners LLC, Wells Fargo Securities, LLC, SG Cowen Securities Corporation, Robertson Stephens, Inc., Bancamerica Robertson Stephens and Robertson, Stephens & Company LLC. Aidan is a Series 7, 24, 55, 57TO, and 63 licensed professional and has a broad range of experience in the financial services industry.

Firm Information

Aidan Whitehead is currently registered with Citizens JMP Securities, LLC. Citizens JMP Securities, LLC, a Limited Liability Company, was formed in 2002 and is approved in all 50 states and the District of Columbia. The firm has received one SEC registration and 51 state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

238

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Aidan Whitehead’s Registration & Firm History

CA

07/10/2006 - Present

Citizens JMP Securities, LLC (SAN FRANCISCO CA)

CA

04/13/2005 - 06/29/2006

THINKEQUITY PARTNERS LLC (SAN FRANCISCO CA)

CA

05/17/2004 - 04/04/2005

WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)

NY

07/11/2002 - 04/27/2004

SG COWEN SECURITIES CORPORATION (NEW YORK NY)

CA

09/01/1998 - 06/24/2002

ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)

CA

10/01/1997 - 09/01/1998

BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)

CA

04/26/1996 - 10/01/1997

ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 12/21/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/11/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Aidan Peter Whitehead.
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