Jonathan
Dunlea
Citizens Securities, Inc
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About this Advisor
Jonathan Dunlea is a financial advisor working in Hudson, Massachusetts who has 1 year of industry experience. Dunlea is on the advisory team at Citizens Securities, Inc. Their career trajectory has included roles at American Express Financial Advisors, Ids Life Insurance Company, Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, Fidelity Investments and Citizens Securities, Inc. Dunlea maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New Hampshire and Rhode Island. Citizens Securities, Inc is a financial advisory firm operating out of Hingham, RI. The investment advisory business has offices in 1,059 locations and a total of 613 financial advisors. It administers $7 billion in total assets between its 47,802 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees vary depending on which services are offered. Fee types charged by Citizens Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$6,960,227,088
613
47,802
$145,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jonathan Dunlea Work History
Jonathan has been registered as a financial advisor for 1 years.*
Citizens Securities, Inc
Fidelity Investments
Hornor Townsend & Kent Inc
Penn Mutual Life Ins Co
American Express Financial Advisors
Ids Life Insurance Company
*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 Jonathan Dunlea 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
Hudson, NH
West Bloomfield, MI
Utica, MI
Westerly, RI
Clinton Township, MI
Medford, NJ
Philadelphia, PA
Schenectady, NY
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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