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Jason A. Hoffman

Citizens Securities, Inc.

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About Jason A. Hoffman

Jason Hoffman is a financial advisor with Citizens Securities, Inc. He is based in Melville, New York and has been working in the industry since 2005. Jason has a broad range of experience working with individual investors, businesses and high-net-worth clients, providing financial planning and investment management services. He has worked for various financial institutions over the years including J.P. Morgan Securities LLC, LPL Financial LLC, and Prestige Financial Center, Inc. Jason is licensed in New York, Connecticut, New Jersey, Pennsylvania, and Florida.

Firm Information

Jason Hoffman 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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Jason Hoffman’s Registration & Firm History

NY

03/13/2024 - Present

Citizens Securities, Inc. (MELVILLE NY)

NY

02/21/2024 - 03/08/2024

LPL FINANCIAL LLC (LONG ISLAND CITY NY)

NY

11/25/2013 - 01/10/2024

J.P. MORGAN SECURITIES LLC (WILLISTON PARK NY)

NY

01/27/2011 - 07/11/2013

CAPE SECURITIES INC. (NEW YORK NY)

NY

08/31/2009 - 02/14/2011

FIRST MIDWEST SECURITIES, INC. (FARMINGDALE NY)

NY

05/22/2006 - 09/01/2009

PRESTIGE FINANCIAL CENTER, INC. (GARDEN CITY NY)

NY

07/13/2005 - 06/01/2006

SLOAN SECURITIES CORP. (NEW YORK NY)

AL

09/15/2004 - 07/08/2005

AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 03/05/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason A. Hoffman.
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