Wells Fargo Advisors

Cerity Partners is a national, full-service Wealth Management firm. We fulfill the needs of Individuals & Families, Businesses, and Nonprofit Organizations though Financial Planning, Business Owner Advisory, Cross-Border Financial Planning, Investment Solutions, Estate & Gift Planning, Tax Planning & Preparation, Retirement Plan Advisory, Financial Wellness Coaching, Executive Financial Counseling, and more. Our team of highly qualified individuals offer one-on-one support and objective advice for every aspect of your financial life. Curious about learning more? Let's talk.

JMP Securities full-service investment bank that provides equity research, investment banking and institutional brokerage services to public and private companies. Headquartered in San Francisco, it offers a range of outsourcing services. Founded in 2000, the bank serves the technology, health care, retail, real estate, and financial and business services industries. JMP Securities also provides advisory services in the areas of mergers and acquisitions, divestiture and exclusive sales, and corporate restructuring and recapitalization. It is also engaged in the structuring, marketing and execution of financing transactions, including the private placement of equity and debt securities. JMP Securities operates in the states of California, New York, Chicago, Illinois and Massachusetts.