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KM

Kevin J. Mcguire

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CRD#: 1047850
KM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin Joseph Mcguire was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1982. Kevin had worked at 18 firms and has passed the Series 63, Series 79TO, Series 57TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 8, 2015 - August 12, 2025

CITIZENS JMP SECURITIES, LLC

BD
CRD#: 22208
SAN FRANCISCO, CA
Past

July 19, 2010 - October 5, 2015

BTIG, LLC

BD
CRD#: 122225
SAN FRANCISCO, CA
Past

February 23, 2010 - July 14, 2010

B. RILEY & CO., LLC

BD
CRD#: 40355
SAN FRANCISCO, CA
Past

March 13, 2008 - September 1, 2009

FM PARTNERS HOLDINGS LLC

BD
CRD#: 134736
SAN FRANCISCO, CA
Past

June 5, 2007 - August 22, 2007

THOMAS WEISEL PARTNERS LLC

BD
CRD#: 46237
SAN FRANCISCO, CA
Past

May 15, 2006 - May 11, 2007

PIPER SANDLER & CO.

BD
CRD#: 665
SAN FRANCISCO, CA
Past

November 19, 2003 - January 27, 2006

JEFFERIES LLC

BD
CRD#: 2347
SAN FRANCISCO, CA
Past

May 20, 2002 - November 17, 2003

MCMAHAN SECURITIES CO. L.P.

BD
CRD#: 22123
GREENWICH, CT
Past

September 1, 1998 - May 15, 2002

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA
Past

October 1, 1997 - September 1, 1998

BANCAMERICA SECURITIES, INC.

BD
CRD#: 17977
SAN FRANCISCO, CA
Past

May 27, 1997 - October 1, 1997

ROBERTSON, STEPHENS & COMPANY LLC

BD
CRD#: 7730
SAN FRANCISCO, CA
Past

June 9, 1994 - June 17, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 3, 1992 - May 17, 1994

NATIXIS SECURITIES AMERICAS LLC

BD
CRD#: 1101
NEW YORK, NY
Past

January 25, 1991 - December 11, 1991

HAMBRECHT & QUIST LLC

BD
CRD#: 940
SAN FRANCISCO, CA
Past

May 28, 1986 - December 10, 1990

SCHRODER & CO. INC.

BD
CRD#: 6112
NEW YORK, NY
Past

September 4, 1985 - May 13, 1986

CRESVALE INTERNATIONAL, INC.

BD
CRD#: 10813
Past

May 24, 1982 - June 4, 1984

UBS ASSET MANAGEMENT (US) INC.

BD
CRD#: 583
Past

May 20, 1982 - September 20, 1985

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/18/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/7/2015
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


CJ
CITIZENS JMP SECURITIES, LLC
CITIZENS | TRINITY CAPITAL | MITCHUM, JONES & TEMPLETON, INC. | JOLSON MERCHANT PARTNERS | JMP SECURITIES LLC | JMP SECURITIES | DH CAPITAL | CITIZENS M&A ADVISORY | CITIZENS JMP SECURITIES, LLC | CITIZENS JMP | CITIZENS CAPITAL MARKETS & ADVISORY | CITIZENS CAPITAL MARKETS

CRD#: 22208 / SEC#: , 8-39613

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
101 California Street Ste 1700, San Francisco, CA 94111
Mailing Address
101 California Street Ste 1700, San Francisco, CA 94111
Phone number
(415) 835-8900
Established
Delaware since 01/01/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JMP HOLDING LLCPARENT COMPANY
CONROY, WALTER IVORGENERAL COUNSEL6641487
GREGORY, JOHNPRESIDENT4600619
JACKSON, RAYMOND SIVACHIEF FINANCIAL OFFICER5563363
MANNING, SIMON STONESENIOR REGISTERED OPTIONS PRINCIPAL (SROP)1941279
MCLAUGHLIN, BRENDANCHIEF COMPLIANCE OFFICER2562815
O'DAY, JAMES CORTLANDHEAD OF EQUITIES5618215
SLADER, GAVIN WILLEYHEAD OF INVESTMENT BANKING4130019
SPURR, JEFFREY HOLMESHEAD OF RESEARCH1384716
SUCHY, GREGORY JOHNCHIEF OPERATING OFFICER / PRINCIPAL OPERATIONS OFFICER5907019
WHITEHEAD, AIDAN PETERHEAD OF TRADING & SALES TRADING2474257
XIAO, ZHUO VIVIAN XUANFINOP5121578

Disclosures


Regulatory Event6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CITIZENS JMP SECURITIES, LLC

CRD#: 22208

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