Kenneth
Jarvis

Citizens Securities, Inc

CRD#5263743
Investment Advisor
in Monroeville, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kenneth Jarvis is a financial advisor based in Monroeville, Pennsylvania, working with Citizens Securities, Inc. Kenneth has previously held positions at Pnc Investments, Pnc Bank, N.A, Cards Collectibles And Gadgets Ccg LLC, Citizens Securities, Inc, Raymond James Financial Services Advisors, Inc, and Raymond James Financial Services, Inc. Kenneth has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida and Pennsylvania. Currently, Kenneth is part of Citizens Securities, Inc, which operates out of Monroeville, Pennsylvania. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including 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 63, Series 65, Series 66

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: Pmw846
Monroeville, PA 15146

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

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

613

PA Average: 18
Total Number of Accounts

47,222

PA Average: 609
Average Account Size

$154,888

PA Average: $4,619,448

Investment Advisory Services

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

Kenneth Jarvis Work History

2021 - Present (4 years)

Citizens Securities, Inc

2020 - Present (5 years)

Cards Collectibles And Gadgets Ccg LLC

2020 - 2020 (< 1 year)

Raymond James Financial Services Advisors, Inc

2020 - 2020 (< 1 year)

Raymond James Financial Services, Inc

2014 - 2020 (6 years)

Pnc Bank, N.A

2012 - 2014 (2 years)

Pnc Investments

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kenneth Jarvis 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

David Loughlin
Johnston, RI
John Deminico
Boston, MA
Brandon Lorenz
Fort Washington, PA
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
Emma Mcnaul
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started