Rodger
Jordan

Citizens Securities, Inc

CRD#6616256
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Rodger Jordan is a financial advisor based in Pittsburgh, Pennsylvania, working with Citizens Securities, Inc. Rodger has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Western And Southern Life, Life On The Move, Real Estate, Alira Health, Ameriprise Financial Services, Inc, Pnc Investments, Uber Technologies, Northwood Realty Services, Keller Williams, Lyft Technologies, Brokers Realty, and Citizens. Rodger has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Currently, Rodger is part of Citizens Securities, Inc, which operates out of Pittsburgh, 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

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

525 William Penn Place
Pittsburgh, PA 15219

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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

Rodger Jordan Work History

2023 - Present (1 year)

Citizens

2022 - Present (2 years)

Lyft Technologies

2023 - 2023 (< 1 year)

Brokers Realty

2022 - 2023 (1 year)

Transamerica Financial Advisors, Inc

2022 - 2023 (1 year)

World Financial Group, Inc

2021 - 2023 (2 years)

Northwood Realty Services

2020 - 2021 (1 year)

Pnc Investments

2019 - 2019 (< 1 year)

Ameriprise Financial Services, Inc

2018 - 2019 (1 year)

Transamerica Financial Advisors, Inc

2018 - 2019 (1 year)

Real Estate

2018 - 2019 (1 year)

Alira Health

2018 - 2019 (1 year)

Keller Williams

2017 - 2019 (2 years)

World Financial Group, Inc

2017 - 2022 (5 years)

Uber Technologies

2015 - 2017 (2 years)

Western And Southern Life

1994 - 2015 (21 years)

Life On The Move

Disclosures

Please visit the SEC profile of Rodger Jordan 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

Brian Sullivan
Woburn, MA
Mary Neary
Cromwell, CT
Jeffrey Unger
Matawan, NJ
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
Michael Titus
Columbus, OH
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.

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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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