Jordan
Evans

Citizens Securities, Inc

CRD#7630033
Investment Advisor
in Massillon, OH

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About this Advisor

Jordan Evans is a financial advisor based in Massillon, Ohio, working with Citizens Securities, Inc. Jordan has previously held positions at Citizens Securities, Inc, Citizens Bank, N.A, Citizens Bank, Charter Communications, Aerotek, Igs Energy, Welfount, Citizens Bank, Inc, and Citizens Securities Inc. Jordan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Jordan is part of Citizens Securities, Inc, which operates out of Massillon, 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

Series 65, Series 63

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

2200 Wales Avenue Northwest
Massillon, OH 44646

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

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

613

OH Average: 18
Total Number of Accounts

47,222

OH Average: 609
Average Account Size

$154,888

OH Average: $4,619,448

Investment Advisory Services

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

Jordan Evans Work History

2024 - Present (0 year)

Citizens Securities Inc

2023 - Present (1 year)

Citizens Bank, Inc

2022 - Present (2 years)

Citizens Securities, Inc

2022 - 2022 (< 1 year)

Citizens Securities, Inc

2022 - 2022 (< 1 year)

Citizens Bank, N.A

2022 - 2023 (1 year)

Citizens Bank, Inc

2020 - 2022 (2 years)

Citizens Bank

2019 - 2020 (1 year)

Charter Communications

2018 - 2019 (1 year)

Aerotek

2016 - 2018 (2 years)

Charter Communications

2015 - 2016 (1 year)

Igs Energy

2013 - 2015 (2 years)

Welfount

Disclosures

Please visit the SEC profile of Jordan Evans 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

Zachary Brinkley
Clinton Township, MI
Brian Sullivan
Woburn, MA
Jeffrey Unger
Matawan, NJ
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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