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James Bolan

Citizens Securities, Inc.

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About James Bolan

James Bolan is a Registered Representative and Investment Advisor Representative with Citizens Securities, Inc. James has been in the financial industry since February 10, 2017 and previously worked for J.P. MORGAN SECURITIES LLC and CHARLES SCHWAB & CO., INC. James holds the Series 7 and Series 66 licenses and the SIE exam. James has specializations in retirement plans, mutual funds and fixed income. James has experience working with high-net-worth individuals and corporations. James is currently registered with the states of Connecticut, North Carolina, California, and Rhode Island.

Firm Information

James Bolan 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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James Bolan’s Registration & Firm History

MA

09/20/2024 - Present

Citizens Securities, Inc. (Hudson MA)

CT

12/04/2018 - 09/15/2023

J.P. MORGAN SECURITIES LLC (NEW HAVEN CT)

NY

02/01/2017 - 11/28/2018

CHARLES SCHWAB & CO., INC. (Scarsdale NY)

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Licenses & Designations

BOTH

Issued 03/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Bolan.
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