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JonesTrading Institutional Services

JonesTrading Institutional Services

JonesTrading Institutional Services is an investment advisory and placement agent firm founded in 1975 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.

Formerly Known As
Jones & Associates
Year Founded
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 (13)

Company Name Service Provided Deal Date Deal Type Deal Amount
Monopar Therapeutics Underwriter Nov 2019 00000 0000000
000000000.000 Placement Agent Aug 2018 00000 0000000
000000 Advisor: General Jul 2018 00000 0000000
0000 000000 Advisor: General Apr 2018 00000 0000000
00000000 000000000 Placement Agent Dec 2017 00000 0000000
000000 00000000000 Advisor: General Oct 2017 00000 0000000
000000 000000 Placement Agent Aug 2017 00000 0000000
000000 00000000000 Underwriter Jun 2017 00000 0000000
Abeona Therapeutics Underwriter Oct 2016 00000 0000000
Omeros Underwriter Aug 2016 00000 0000000
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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 (41)

Name Title Deals Office Contact
Alan Hill Chief Executive Officer Westlake Village, CA
Tim O'Neil President of Trading Dallas, TX
Trent McNair Chief Financial Officer Westlake Village, CA
Steve Chmielewski JD General Counsel & Chief Operating Officer Westlake Village, CA
Jack Garceau Chief Technology Officer and Branch Office Manager Morristown, NJ

4 Former Team Members

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JonesTrading Institutional Services Board Members (3)

Name Representing Role Since Contact
Ryan Gerety JonesTrading Institutional Services Vice Chairman 000 0000
William Jones JonesTrading Institutional Services Executive Chairman 000 0000

1 Former Board Member

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