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Jason Anthony Licata

Citizens Securities, Inc.

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About Jason Anthony Licata

Jason Anthony Licata is a registered representative with Citizens Securities, Inc. and has been in the industry since 2007. Jason has experience in securities, investment company products, and municipal securities. Jason is also licensed to provide financial planning services. Jason is committed to providing clients with personalized financial advice and guidance.

Firm Information

Jason Licata 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 Licata’s Registration & Firm History

NY

05/24/2022 - Present

Citizens Securities, Inc. (ALBANY NY)

NY

08/05/2019 - 05/22/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)

NY

02/17/2015 - 05/02/2018

CAPITAL ONE INVESTING, LLC (MELVILLE NY)

LA

01/30/2013 - 01/30/2015

CAPITAL ONE INVESTMENT SERVICES LLC (NEW ORLEANS LA)

NY

10/01/2012 - 01/28/2013

J.P. MORGAN SECURITIES LLC (MELVILLE NY)

NY

06/26/2007 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (MELVILLE NY)

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Licenses & Designations

BOTH

Issued 07/21/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/09/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/10/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 05/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2011

Series 7 - General Securities Representative Examination

BC

Issued 06/25/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Anthony Licata.
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