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Lan sum Jennifer Chan

Citizens JMP Securities, LLC

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About Lan sum Jennifer Chan

Lan Sum Jennifer Chan is a registered representative with Citizens JMP Securities, LLC. Lan Sum Jennifer Chan joined the firm on 8/1/2023 and is registered in New York. Previously, Lan Sum Jennifer Chan worked at CITIZENS CAPITAL MARKETS from 3/10/2023 to 8/1/2023. Lan Sum Jennifer Chan holds the Series 63, Series 79TO, and SIE licenses. Lan Sum Jennifer Chan has over 2 years of experience in the financial services industry.

Firm Information

Lan sum Chan 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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Lan sum Chan’s Registration & Firm History

NY

08/01/2023 - Present

Citizens JMP Securities, LLC (NEW YORK NY)

NY

03/10/2023 - 08/01/2023

CITIZENS CAPITAL MARKETS (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/24/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/10/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lan sum Jennifer Chan.
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