JonesTrading Institutional Services Overview

  • Service
  • Investment Bank

  • Year Founded
  • 2007

Year Founded

  • Employees
  • 208

Employees

  • Serviced Companies
  • 82

  • Serviced Deals
  • 88

  • Serviced Investors
  • 23

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, share repurchases, at-the-market offerings, private equity, and venture capital exit services. The firm caters to consumers and business products, services financial services, and healthcare sectors.

Contact Information

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

JonesTrading Institutional Services Services to Companies

Service on a Deal (88)

JonesTrading Institutional Services has provided services on 88 deals. It last acted as a underwriter to Crane Harbor Acquisition on a made for . The deal was made in 2025.

Company Name Service Provided Deal Date Deal Type Deal Amount
Crane Harbor Acquisition Underwriter Feb 2025
Evaxion Biotech Underwriter Jan 2025
Trevi Therapeutics Underwriter Dec 2024
Janux Therapeutics Underwriter Dec 2024
KalVista Advisor: General Nov 2024
CalciMedica Underwriter Oct 2024
EyePoint Pharmaceuticals Underwriter Oct 2024
Crinetics Pharmaceuticals Underwriter Oct 2024
Beyond Air Placement Agent Sep 2024
Lexaria Bioscience Underwriter Aug 2024
You’re viewing 10 of 88 services to companies. Get the full list »

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JonesTrading Institutional Services Services to Investors

Service on a Deal — Buy Side (2)

JonesTrading Institutional Services has provided buy side services on 2 deals. It last acted as a general advisor to Lynk (Internet Service Providers) on a . The deal was made in 2024.

Investor Name Service Provided Deal Date Deal Type Deal Amount
Lynk (Internet Service Providers) Advisor: General Feb 2024
Black Spade Acquisition Advisor: General Aug 2023
To view JonesTrading Institutional Services’s complete services on a deal — buy side history, request access »

JonesTrading Institutional Services Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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JonesTrading Institutional Services FAQs

  • When was JonesTrading Institutional Services founded?

    JonesTrading Institutional Services was founded in 2007.

  • Where is JonesTrading Institutional Services headquartered?

    JonesTrading Institutional Services is headquartered in Westlake Village, CA.

  • What is the size of JonesTrading Institutional Services?

    JonesTrading Institutional Services total number of employees/professionals is 208.

  • What service provider type is JonesTrading Institutional Services?

    JonesTrading Institutional Services's service provider type is Investment Bank.

  • What companies has JonesTrading Institutional Services invested in or acquired?

    JonesTrading Institutional Services has invested in or acquired companies Israel Acquisitions and Conifer Securities.

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