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Jack Keleshian

Citizens Securities, Inc.

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About Jack Keleshian

Jack Keleshian is a financial advisor with over 25 years of experience in the industry. He is currently registered with Citizens Securities, Inc. and Clarfeld in Massachusetts, New Hampshire and Rhode Island. Jack has previously worked with Bancwest Investment Services, Inc., J.P. Morgan Securities Inc., Wells Fargo Investments, LLC, Wells Fargo Securities Inc. and Great Western Financial Securities Corporation.

Firm Information

Jack Keleshian 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 Keleshian’s Registration & Firm History

MA

12/15/2017 - Present

Citizens Securities, Inc. (WESTWOOD MA)

CA

02/19/2010 - 11/30/2017

BANCWEST INVESTMENT SERVICES, INC. (PASADENA CA)

CA

09/09/2009 - 10/16/2009

J.P. MORGAN SECURITIES INC. (LOS ANGELES CA)

CA

05/02/2001 - 08/26/2009

WELLS FARGO INVESTMENTS, LLC (PASADENA CA)

CA

11/26/1996 - 05/02/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

CA

09/01/1994 - 05/16/1995

GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)

WI

06/21/1993 - 09/06/1994

INVEST FINANCIAL CORPORATION (APPLETON WI)

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Licenses & Designations

IA

Issued 03/20/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/26/1996

Series 7 - General Securities Representative Examination

BC

Issued 06/19/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Jack Keleshian. Review regulatory record here.
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