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Brian Johnson

Citizens Securities, Inc.

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About Brian Johnson

Brian Johnson is a financial advisor with over 13 years of experience in the financial industry. Brian is currently registered with Citizens Securities, Inc., where Brian has been employed since September 2017. Brian holds the Series 6, 7, 63 and 65 securities licenses as well as the SIE exam. Brian has previously been employed at JPMorgan Chase Bank, N.A., PNC Investments, Fifth Third Securities, Inc., and LPL Financial LLC. Brian has experience working with both individual clients and corporate clients.

Firm Information

Brian Johnson is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Johnson’s Registration & Firm History

OH

09/09/2024 - Present

Citizens Securities, Inc. (STOW OH)

OH

04/05/2022 - 09/03/2024

J.P. MORGAN SECURITIES LLC (TWINSBURG OH)

OH

11/08/2021 - 02/23/2022

LPL FINANCIAL LLC (CLEVELAND OH)

OH

11/06/2019 - 11/04/2021

FIFTH THIRD SECURITIES, INC. (TWINSBURG OH)

OH

09/20/2017 - 10/16/2019

CITIZENS SECURITIES, INC. (BEACHWOOD OH)

OH

12/02/2015 - 09/22/2017

PNC INVESTMENTS (TALLMADGE OH)

OH

10/01/2012 - 11/05/2015

J.P. MORGAN SECURITIES LLC (AKRON OH)

OH

04/28/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (AKRON OH)

OH

02/14/2011 - 03/18/2011

PNC INVESTMENTS (TALLMADGE OH)

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Licenses & Designations

IA

Issued 01/21/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2016

Series 7 - General Securities Representative Examination

BC

Issued 02/12/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Johnson.
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