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Jeffrey Peter Withington

Citizens Securities, Inc.

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About Jeffrey Peter Withington

Jeffrey Withington is a financial advisor with over 30 years of experience in the industry. Jeffrey currently works at Citizens Securities, Inc. and is registered with the state of New Hampshire. Jeffrey holds the Series 6, 7, 24, 63 and 65 licenses and is also a Certified Financial Planner and Chartered Financial Consultant. Jeffrey has worked with a variety of clients, including individuals, corporations, and high-net-worth individuals. Previously, Jeffrey has worked with TIAA-CREF, The Leaders Group, Inc., P.J. Robb Variable Corporation and CCO Investment Services Corp.

Firm Information

Jeffrey Withington 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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Jeffrey Withington’s Registration & Firm History

NH

06/07/2023 - Present

Citizens Securities, Inc. (NASHUA NH)

NH

02/19/2013 - 05/03/2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HANOVER NH)

CO

01/20/2010 - 02/07/2013

THE LEADERS GROUP, INC. (LITTLETON CO)

TN

06/26/2007 - 01/29/2010

P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)

NH

06/27/1996 - 06/08/2007

CCO INVESTMENT SERVICES CORP. (CONCORD NH)

NA

05/24/1996 - 06/17/1996

CITIZENS INVESTMENT SECURITIES, INC.

VA

11/15/1995 - 06/12/1996

GNA SECURITIES, INC. (GLEN ALLEN VA)

MN

08/04/1992 - 11/14/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/04/1992 - 11/14/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MA

05/11/1992 - 08/03/1992

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

05/11/1992 - 08/03/1992

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 04/16/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1992

Series 7 - General Securities Representative Examination

BC

Issued 05/09/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Peter Withington. Review regulatory record here.
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