Carol
Jackson

Citizens Securities, Inc

CRD#4654332
Investment Advisor
in Shrewsbury, MA

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About this Advisor

Carol Jackson is a financial advisor operating in Shrewsbury, Massachusetts who has 7 years of industry experience. Jackson currently works for Citizens Securities, Inc. They have been employed by Citizens Securities, Inc for the entirety of their career. Jackson maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in California, Connecticut, Florida, Georgia, Michigan, New Hampshire, New Jersey, New York, North Carolina, Rhode Island, South Carolina, Virginia and Washington. Citizens Securities, Inc is a financial advisory company operating out of Hingham, RI. It has offices in 1,059 locations and a total of 613 financial advisors. It manages $7 billion in assets under management across its 47,802 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. Citizens Securities, Inc performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules largely depend on the type of services provided. However, fee types charged by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

539 Boston Turnpike
Shrewsbury, MA 01545

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

MA Average: $2,813,243,532
Total Number of Employees

613

MA Average: 18
Total Number of Accounts

47,802

MA Average: 609
Average Account Size

$145,605

MA Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Carol Jackson Work History

Carol has been registered as a financial advisor for 7 years.*

2010 - Present (14 years)

Citizen Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Carol Jackson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Citizens Securities, Inc

Dustin Dagastino
Clinton Township, MI
Grant Smith
Hudson, NH
Donna Failla
Hudson, NH
Jody Mccoy
Westwood, MA
Matthew Steiner
Medford, NJ
Eliud Parada
Newton Highlands, MA
David Hudson
Westwood, MA
Andrew Booth
Fort Washington, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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