Jackson
Tarr

Citizens Securities, Inc

CRD#7545209
Investment Advisor
in Buffalo, NY

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About this Advisor

Jackson Tarr is a financial advisor based in Buffalo, New York, working with Citizens Securities, Inc. Jackson has previously held positions at Mml Investors Services, LLC, Massmutual Life Insurance Company, La Porte Isd, Crosby Isd, Fort Bend Isd, Clear Creek Isd, Goose Creek Consolidated Isd, Baltimore County Public Schools, and Citizens Securities Inc. Jackson has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, Jackson is part of Citizens Securities, Inc, which operates out of Buffalo, New York. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.

Certifications and Registrations

Series 66

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

1460 South Park Ave Ms: Nyr181
Buffalo, NY 14220

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

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

613

NY Average: 18
Total Number of Accounts

47,222

NY Average: 609
Average Account Size

$154,888

NY Average: $4,619,448

Investment Advisory Services

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

Jackson Tarr Work History

2023 - Present (1 year)

Citizens Securities Inc

2022 - 2023 (1 year)

Mml Investors Services, LLC

2022 - 2023 (1 year)

Massmutual Life Insurance Company

2021 - 2022 (1 year)

La Porte Isd

2019 - 2021 (2 years)

Crosby Isd

2017 - 2019 (2 years)

Fort Bend Isd

2016 - 2017 (1 year)

Clear Creek Isd

2015 - 2016 (1 year)

Goose Creek Consolidated Isd

2008 - 2015 (7 years)

Baltimore County Public Schools

Disclosures

Please visit the SEC profile of Jackson Tarr 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

Jeffrey Unger
Matawan, NJ
Lisa Burke
Johnston, RI
David Reynolds
Uncasville, CT
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
David Loughlin
Johnston, RI
Jessica Mccarthy
Monroeville, PA
Rhonjay Prince
Fort Washington, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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