Jill
Leitsch

Citizens Securities, Inc

CRD#4152728
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Jill Leitsch is a financial advisor working out of Pittsburgh, Pennsylvania with a total of 8 years of relevant experience. Leitsch is currently employed by Citizens Securities, Inc. During their career, the advisor has held roles at Citizens Bank, Cco Investment Services, Citizens Securities Inc, Citizens Securities, Inc and Citizens Bank, N/A. Leitsch has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania. Citizens Securities, Inc is a registered investment company based in Hingham, RI. The investment advisory business has offices in 1,059 locations and a total of 613 people on staff. It handles $7 billion in total assets among its 47,802 accounts, making it one of the biggest firms in the nation by assets under management. Citizens Securities, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

8 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

6400 Steubenville Pike Mailstop: 15B-0016
Pittsburgh, PA 15205

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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

Jill Leitsch Work History

Jill has been registered as a financial advisor for 8 years.*

2022 - Present (2 years)

Citizens Securities, Inc

2022 - Present (2 years)

Citizens Bank, N/A

2021 - 2022 (1 year)

Citizens Securities Inc

2017 - 2021 (4 years)

Citizens Securities Inc

2017 - 2021 (4 years)

Citizens Bank

2014 - 2017 (3 years)

Cco Investment Services

1992 - 2014 (22 years)

Citizens 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 Jill Leitsch 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

Timothy Gordon
Schenectady, NY
Mark Dextradeur
Johnston, RI
Edward Kamradt
Fort Washington, PA
Joshua Bell
Monroeville, PA
Roberto Rizza
Utica, MI
Frederick Hepfer
Albany, NY
David Hudson
Westwood, MA
Andrew Booth
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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