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Jack Anthony Forlenza

Citizens Securities, Inc.

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About Jack Anthony Forlenza

Jack Anthony Forlenza is a registered investment advisor with Citizens Securities, Inc. Jack has been in the securities industry since 1995 and has experience with a variety of financial firms including Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Royal Alliance Associates, Inc., and Sterne Agee Financial Services, Inc. Jack is registered to provide investment advice in Florida, New Jersey, New York, Pennsylvania, and Virginia. Jack has a broad range of experience in the financial services industry with specific expertise in securities, mutual funds, variable contracts, variable annuities, and fixed annuities.

Firm Information

Jack Forlenza 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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Jack Forlenza’s Registration & Firm History

PA

01/19/2023 - Present

Citizens Securities, Inc. (CONSHOHOCKEN PA)

NJ

12/06/2021 - 08/17/2022

CETERA INVESTMENT SERVICES LLC (SCOTCH PLAINS NJ)

NJ

12/14/2016 - 12/09/2021

PRUCO SECURITIES, LLC. (MATAWAN NJ)

NJ

01/02/2015 - 12/12/2016

CAPITAL ONE INVESTING, LLC (EDISON NJ)

NJ

12/14/2012 - 01/02/2015

CAPITAL ONE INVESTMENT SERVICES LLC (EDISON NJ)

NJ

02/19/2010 - 12/18/2012

STERNE AGEE FINANCIAL SERVICES, INC. (FREEHOLD NJ)

NJ

08/20/2004 - 02/23/2010

ROYAL ALLIANCE ASSOCIATES, INC. (LAKEWOOD NJ)

NY

05/29/2001 - 08/24/2004

OPPENHEIMER & CO. INC. (NEW YORK NY)

NY

11/29/2000 - 06/07/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

05/01/1998 - 11/28/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

04/02/1996 - 05/12/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

09/21/1995 - 12/22/1995

ROBB PECK MCCOOEY CLEARING CORPORATION (NEW YORK NY)

NY

10/07/1992 - 04/13/1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/25/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/28/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jack Anthony Forlenza. Review regulatory record here.
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