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Jayson Laurence Spring

Citizens Securities, Inc.

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About Jayson Laurence Spring

Jayson Laurence Spring is a registered representative of Citizens Securities, Inc. and has been in the industry since December 19, 1996. Jayson Spring is also a registered investment advisor representative in 17 states and has been registered with Citizens Securities, Inc. since May 2009. The advisor is a Certified Financial Planner and holds FINRA Series 7, 8, 9, 10, 31 and 63 licenses as well as the SIE exam. Jayson Spring is a registered representative of Citizens Securities, Inc. and is licensed in California, Connecticut, Florida, Hawaii, Indiana, Maine, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Ohio, Rhode Island, South Carolina, Texas, Vermont, Washington and Wisconsin.

Firm Information

Jayson Spring 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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Jayson Spring’s Registration & Firm History

NH

01/08/2021 - Present

Citizens Securities, Inc. (HAMPTON NH)

NH

04/02/2007 - 05/05/2009

MORGAN STANLEY & CO. INCORPORATED (PORTSMOUTH NH)

NH

10/07/1999 - 04/02/2007

MORGAN STANLEY DW INC. (PORTSMOUTH NH)

NY

11/12/1996 - 08/30/1999

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/12/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/01/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 11/11/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jayson Laurence Spring.
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