Jeffrey
Witte

Citizens Securities, Inc

CRD#3143359
Investment Advisor
in Fort Washington, PA

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About this Advisor

Jeffrey Witte is a financial advisor based out of Fort Washington, Pennsylvania with a total of 10 years of industry experience. Witte is an employee of Citizens Securities, Inc. During their career, Witte has held roles at Citizens Securities, Inc. Witte holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Georgia, New Jersey, North Carolina and Pennsylvania. Citizens Securities, Inc is a registered investment business operating out of Hingham, RI. The firm has offices in 1,059 locations and a total of 613 financial advisors. It handles $7 billion in assets under management across its 47,802 client accounts, placing it among the largest firms in the country by assets under management. The company offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules usually vary depending on which service is offered. Fees billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 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

602 Office Center Drive, Ste. #100 Pfw080
Fort Washington, PA 19034

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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

Jeffrey Witte Work History

Jeffrey has been registered as a financial advisor for 10 years.*

2017 - Present (7 years)

Citizens Securities, Inc

2007 - 2017 (10 years)

Citizens Securities, 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 Jeffrey Witte 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

Jody Mccoy
Westwood, MA
Roberto Rizza
Utica, MI
Joshua Bell
Monroeville, PA
Eliza Siradze
Johnston, RI
Jimmy To
Philadelphia, PA
Timothy Gordon
Schenectady, NY
Andrew Booth
Fort Washington, PA
Edward Kamradt
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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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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