Jason
Brown

Citizens Securities, Inc

CRD#6518083
Investment Advisor
in Monroeville, PA

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About this Advisor

Jason Brown is a financial advisor who works in Monroeville, Pennsylvania with 6 years of industry experience. Brown works at Citizens Securities, Inc. Their career trajectory has included roles at M&T Bank, Northeast Applications Inc, M&T Securities, Citizens Securities, Inc and Belco Community Credit Union. Brown maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Florida, Maryland, New Jersey and Pennsylvania. Citizens Securities, Inc is an advisory company headquartered in Hingham, RI. It has offices in 1,059 locations and a total of 613 advisors. It has $7 billion in assets among its 47,802 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Citizens Securities, Inc has a wide assortment 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 typically depend on which services the firm provides the client. However, fees charged by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

4210 William Penn Highway Ms: 15B-0017
Monroeville, PA 15146

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

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

613

PA Average: 18
Total Number of Accounts

47,802

PA Average: 609
Average Account Size

$145,605

PA Average: $4,619,448

Investment Advisory Services

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

Jason Brown Work History

Jason has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Citizens Securities, Inc

2016 - 2017 (1 year)

Belco Community Credit Union

2015 - 2016 (1 year)

M&T Securities

2013 - 2016 (3 years)

M&T Bank

2011 - 2013 (2 years)

Northeast Applications Inc

*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 Jason Brown 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

Stephen Wilson
Westerly, RI
Kevin Jones
Bethesda, MD
Donna Failla
Hudson, NH
Jody Mccoy
Westwood, MA
Timothy Gordon
Schenectady, NY
Kieth Tong
Hudson, NH
Edward Kamradt
Fort Washington, PA
Joshua Bell
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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