Investment

• Mutual Funds
  Fees and Expenses. The fees and expenses charged by private funds are typically higher than the fees charged by registered mutual funds.
• Wealth Management
  Prior to joining Citizens JMP in 2013, Devin spent more than eight years in equity research at Sandler O’Neill & Partners, concluding his tenure there as a Managing Director and senior analyst while covering a range of companies in the capital markets industry with business lines spanning investment banking and securities trading, asset and wealth management, and retail and commercial banking. During his time at Sandler O’Neill, Devin was a three-time winner of the top spot in his sector in an annual ranking of all U.S. equity research analysts conducted by StarMine and published in

Accounting

• Accounting Services
  We share personal information with third-party vendors, consultants and other service providers who perform functions or services on our behalf and under our instructions to make our services available to you, subject to contractual terms restricting the collection, use and disclosure of your personal information. For example, this may include vendors and providers who engage in marketing or advertising activities or provide mailing or email services, tax and accounting services, auditing and compliance, ID verification, fraud prevention, infrastructure provisioning, analytics services, IT services, product fulfillment, and web hosting services.

Planning

• Asset Management
  Citizens JMP Group, LLC is a diversified capital markets firm that provides investment banking, equity research, and sales and trading services to corporate and institutional clients as well as alternative asset management products and services to institutional and high-net-worth investors. Citizens JMP Group, LLC conducts its investment banking, research, sales, and trading activities through Citizens JMP Securities, LLC and its alternative asset management activities through Harvest Capital Strategies LLC.