Jonathan
Vazquez
Citizens Securities, Inc
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About this Advisor
Jonathan Vazquez is a financial advisor based in Akron, Ohio, working with Citizens Securities, Inc. Jonathan has previously held positions at Pnc Investments, Pnc Bank, Keybank, Key Investment Services, Edward Jones, Gemini Investment Strategies LLC, and Citizens Securities Inc. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Jonathan is part of Citizens Securities, Inc, which operates out of Akron, Ohio. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion. The services offered by the firm include 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
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$7,314,113,890
613
47,222
$154,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jonathan Vazquez Work History
Citizens Securities Inc
Gemini Investment Strategies LLC
Pnc Investments
Edward Jones
Pnc Investments
Edward Jones
Keybank
Key Investment Services
Pnc Investments
Pnc Bank
Disclosures
Please visit the SEC profile of Jonathan Vazquez 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
Matawan, NJ
Johnston, RI
Fort Washington, PA
Cranston, RI
Syracuse, NY
Clinton Township, MI
Monroeville, PA
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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