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Jason Robert Friday

Citizens Securities, Inc.

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About Jason Robert Friday

Jason Friday is a financial advisor with Citizens Securities, Inc. Jason has been working in the financial services industry since 1994. Jason is registered in Massachusetts and Rhode Island as a broker-dealer and an investment advisor representative. Jason holds the Series 6, 7, and 66 securities licenses, as well as the SIE exam. He is a Certified Financial Planner. Jason's specializations include providing financial planning, investment management, and selection of other advisors.

Firm Information

Jason Friday 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 Friday’s Registration & Firm History

MA

11/21/2017 - Present

Citizens Securities, Inc. (WESTWOOD MA)

MA

07/26/2016 - 11/06/2017

SIGNATOR INVESTORS, INC. (SOUTH BOSTON MA)

MA

04/14/2015 - 06/30/2016

SIGNATOR INVESTORS, INC. (WESTWOOD MA)

MA

08/04/2005 - 04/15/2015

NYLIFE DISTRIBUTORS LLC (WESTWOOD MA)

TX

05/28/2003 - 08/17/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

RI

02/14/1994 - 04/17/2003

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 11/01/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/21/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1998

Series 7 - General Securities Representative Examination

BC

Issued 02/11/1994

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 Robert Friday.
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