JonesTrading Institutional Services Overview

  • Service
  • Investment Bank
  • Founded
  • 2007
Founded
  • Employees
  • 175
Employees
  • Serviced Companies
  • 40
  • Serviced Deals
  • 41
  • Serviced Investors
  • 8

JonesTrading Institutional Services General Information

Description

JonesTrading Institutional Services is an investment advisory and placement agent firm, founded in 2007 and headquartered in Westlake Village, California. The firm offers services in the areas of equities, capital markets, investment banking, outsourced trading, and commission management services. Additionally, the firm's investment banking division provides initial public offerings, spot block transactions, preferred offerings, debt offerings, shares repurchase, at-the-market offering, private equity, and venture capital exit services. The firm caters to consumer products and services, business products, and services. financial services, and healthcare sectors.

Contact Information

Formerly Known As
Jones & Associates
Year Founded
2007
Service Provider Type
Investment Bank
Primary Office
  • 32133 Lindero Canyon Road
  • Suite 208
  • Westlake Village, CA 91361
  • United States
+1 (818) 000-0000

JonesTrading Institutional Services Services to Companies

Service on a Deal (41)

Company Name Service Provided Deal Date Deal Type Deal Amount
Aeglea BioTherapeutics Placement Agent May 2022 00000 0000000
000000 00000000000 Underwriter Mar 2022 00000 0000000
00000 00000 000000 Underwriter Feb 2022 00000 0000000
00000 0000 0000000 Underwriter Feb 2022 00000 0000000
0000 000000000000 Advisor: General Dec 2021 00000 0000000
000000 0000000000 Underwriter Oct 2021 00000 0000000
000000 (000000 000 Placement Agent Aug 2021 00000 0000000
000000000 00000000 Advisor: General Jul 2021 00000 0000000
Pomona Acquisition Underwriter Jul 2021 00000 0000000
Femasys Underwriter Jun 2021 00000 0000000
You’re viewing 10 of 41 services to companies. Get the full list »
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JonesTrading Institutional Services Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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JonesTrading Institutional Services Team (43)

Name Title Deals Office Contact
Info
Alan Hill Chief Executive Officer Westlake Village, CA
Tim O'Neil President of Trading Dallas, TX
Trent McNair Chief Financial Officer Westlake Village, CA
Andrew Volz Chief Operating Officer New York, NY
Jack Garceau Chief Technology Officer and Branch Office Manager Morristown, NJ
You’re viewing 5 of 43 team members. Get the full list »

JonesTrading Institutional Services Board Members (2)

Name Representing Role Since
William Jones JonesTrading Institutional Services Executive Chairman 000 0000
You’re viewing 1 of 2 board members. Get the full list »