Jason
Friday

Citizens Securities, Inc

CRD#2436859
Investment Advisor
in Westwood, MA

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About this Advisor

Jason Friday is a certified financial planner based out of Westwood, Massachusetts who has 6 years of relevant experience. Friday is on the advisory team at Citizens Securities, Inc. The advisor has gained experience at New York Life Investment Management LLC, Citizens Securities Inc and Sii. Friday holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to work in Rhode Island. Citizens Securities, Inc is a financial advisory business operating out of Hingham, RI. It has offices in 1,059 locations and a total of 613 employees. It has $7 billion in assets under management across its 47,802 accounts, placing it among the biggest firms in the nation by assets under management. The firm performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice largely vary depending on which services are offered. However, fees billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

200 Station Drive
Westwood, MA 02090

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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

Jason Friday Work History

Jason has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Citizens Securities Inc

2015 - 2017 (2 years)

Sii

2005 - 2015 (10 years)

New York Life Investment Management LLC

*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 Jason Friday 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

Justin Binion
Monroeville, PA
Roberto Rizza
Utica, MI
Joshua Bell
Monroeville, PA
Donna Failla
Hudson, NH
Eliza Siradze
Johnston, RI
Jimmy To
Philadelphia, PA
Andrew Booth
Fort Washington, PA
Edward Kamradt
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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