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David Wesley Alexander

Citizens JMP Securities, LLC

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About David Wesley Alexander

David Wesley Alexander is a financial professional with over 7 years of experience in the financial services industry. David has held various roles at several reputable firms, including Truist Securities, Inc., Stephens, and SunTrust Robinson Humphrey, Inc., gaining extensive knowledge and experience in the field. Currently, David is a registered representative at Citizens JMP Securities, LLC, a firm specializing in investment banking. David is committed to providing exceptional service and guidance to clients.

Firm Information

David Alexander 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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David Alexander’s Registration & Firm History

GA

08/01/2023 - Present

Citizens JMP Securities, LLC (Atlanta GA)

GA

09/21/2022 - 08/01/2023

CITIZENS CAPITAL MARKETS (Atlanta GA)

GA

07/08/2021 - 06/22/2022

TRUIST SECURITIES, INC. (ATLANTA GA)

GA

10/16/2017 - 05/28/2021

STEPHENS (ATLANTA GA)

GA

07/13/2015 - 10/10/2017

SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 09/15/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2014

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 08/25/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Wesley Alexander. Review regulatory record here.
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