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Jeffrey Holmes Spurr

Citizens JMP Securities, LLC

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About Jeffrey Holmes Spurr

Jeffrey Holmes Spurr is a financial advisor with Citizens JMP Securities, LLC in San Francisco, CA. Jeffrey has been in the financial industry for over 25 years. He has a strong background in investments and financial planning, and is committed to providing his clients with the highest quality of service. Jeffrey holds a Series 7, Series 24, Series 63, and Series 87 licenses. He is also registered with the states of California, Colorado and Florida. Jeffrey’s previous employers include MORGAN STANLEY & CO., INCORPORATED, NATIONSBANC MONTGOMERY SECURITIES, INC., and MONTGOMERY SECURITIES.

Firm Information

Jeffrey Spurr 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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Jeffrey Spurr’s Registration & Firm History

CA

10/14/2003 - Present

Citizens JMP Securities, LLC (SAN FRANCISCO CA)

NY

05/13/2002 - 09/05/2003

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

10/01/1997 - 12/16/1997

NATIONSBANC MONTGOMERY SECURITIES, INC. (NEW YORK NY)

CA

08/05/1992 - 10/01/1997

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 05/09/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/2012

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/04/1992

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 Jeffrey Holmes Spurr.
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