Jason
Freedman
Citizens Securities, Inc
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About this Advisor
Jason Freedman is a financial advisor who works in Monroeville, Pennsylvania who has 3 years of industry experience. Freedman currently works for Citizens Securities, Inc. The advisor has gained experience at Edward Jones, First National Bank, Citizens Securities, Inc and First Commonwealth Bank. Freedman has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Pennsylvania and Virginia. Citizens Securities, Inc is a registered investment business that has its headquarters in Hingham, RI. The company has offices in 1,059 locations and a total of 613 advisors. It handles $7 billion in assets among its 47,802 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The company offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice largely vary depending on the financial services provided. However, fees billed by Citizens Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$6,960,227,088
613
47,802
$145,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jason Freedman Work History
Jason has been registered as a financial advisor for 3 years.*
Citizens Securities, Inc
First Commonwealth Bank
Edward Jones
Edward Jones
First National Bank
*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 Freedman 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
Johnston, RI
Syracuse, NY
Hudson, NH
Monroeville, PA
Albany, NY
Johnston, RI
Westwood, MA
Fort Washington, 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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