Justin
Owens

Citizens Securities, Inc

CRD#7335056
Investment Advisor
in Cicero, NY

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About this Advisor

Justin Owens is a financial advisor based in Cicero, New York, working with Citizens Securities, Inc. Justin has previously held positions at Syracuse University, Advocates Inc, Onondaga Community College, Greg's Unloading Service, Wegmans, Westhill High School, Thrivent Investment Management Inc, Thrivent Financial, and Citizens Securities Inc. Justin has passed the Series 66 regulatory exam and is registered to provide services in Florida and New York. Currently, Justin is part of Citizens Securities, Inc, which operates out of Cicero, 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

7941 Brewerton Rd Ms: Nyr086
Cicero, NY 13039

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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

Justin Owens Work History

2023 - Present (1 year)

Citizens Securities Inc

2021 - 2023 (2 years)

Thrivent Investment Management Inc

2021 - 2021 (< 1 year)

Thrivent Financial

2021 - 2023 (2 years)

Thrivent Financial

2019 - 2021 (2 years)

Syracuse University

2019 - 2021 (2 years)

Advocates Inc

2018 - 2019 (1 year)

Onondaga Community College

2017 - 2018 (1 year)

Greg'S Unloading Service

2014 - 2017 (3 years)

Wegmans

2011 - 2017 (6 years)

Westhill High School

Disclosures

Please visit the SEC profile of Justin Owens 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

Brian Sullivan
Woburn, MA
Mary Neary
Cromwell, CT
Jeffrey Unger
Matawan, NJ
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
Michael Titus
Columbus, OH
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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