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Jason J Vaglio

Citizens Securities, Inc.

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About Jason J Vaglio

Jason Vaglio is a financial advisor with Citizens Securities, Inc. Jason is licensed in California, Connecticut, Florida, New Jersey and New York. Jason is a Series 7, Series 24, Series 63, Series 65 and Series 66 licensed professional. Jason has been working in the financial services industry since 2001.

Firm Information

Jason Vaglio 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 Vaglio’s Registration & Firm History

NY

09/28/2022 - Present

Citizens Securities, Inc. (ROCKVILLE CENTRE NY)

NY

02/14/2022 - 10/10/2022

LPL FINANCIAL LLC (FRANKLIN SQUARE NY)

NY

06/29/2021 - 02/09/2022

CETERA ADVISOR NETWORKS LLC (FARMINGDALE NY)

NY

01/02/2015 - 09/19/2018

CAPITAL ONE INVESTING, LLC (MELVILLE NY)

NY

07/19/2012 - 01/02/2015

CAPITAL ONE INVESTMENT SERVICES LLC (HAUPPAUGE NY)

NY

09/24/2010 - 07/24/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)

NY

05/02/2009 - 09/24/2010

CHASE INVESTMENT SERVICES CORP. (EAST NORTHPORT NY)

NY

10/17/2007 - 05/02/2009

WAMU INVESTMENTS, INC. (EAST NORTHPORT NY)

NY

09/09/2005 - 10/11/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (GARDEN CITY NY)

NY

08/22/2001 - 08/16/2005

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

BOTH

Issued 08/09/2021

Series 66 - Uniform Combined State Law Examination

IA

Issued 05/18/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/2015

Series 24 - General Securities Principal Examination

BC

Issued 09/19/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason J Vaglio.
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