Jonathan
Meyers

Citizens Securities, Inc

CRD#5048843
Investment Advisor
in Lynn, MA

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About this Advisor

Jonathan Meyers is a financial advisor working in Lynn, Massachusetts with a total of 2 years of industry experience. Meyers is on the advisory team at Citizens Securities, Inc. Over the course of their career, Meyers has held roles at Natinal Planning Corporation, Lpl Financial, LLC, Allstate Insurance Company, Citizens Securities Inc and Trilogy Capital, Inc. Meyers has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut, Florida, New York and Texas. Citizens Securities, Inc is a registered investment company based in Hingham, RI. It has offices in 1,059 locations and a total of 613 financial advisors. It oversees $7 billion in total assets among its 47,802 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. Citizens Securities, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

35 Washington Street Ms: Ma-146
Lynn, MA 01901

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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

Jonathan Meyers Work History

Jonathan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Citizens Securities Inc

2019 - 2021 (2 years)

Allstate Insurance Company

2017 - 2019 (2 years)

Lpl Financial, LLC

2015 - 2017 (2 years)

Trilogy Capital, Inc

2010 - 2016 (6 years)

Natinal Planning Corporation

*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 Meyers 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

Frederick Hepfer
Albany, NY
Josh Ryan
Westwood, MA
Eliza Siradze
Johnston, RI
Stephen Wilson
Westerly, RI
David Mello
Johnston, RI
Grant Smith
Hudson, NH
Edward Kamradt
Fort Washington, PA
Justin Binion
Monroeville, 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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