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Jessica Meghan Campione

Citizens Securities, Inc.

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About Jessica Meghan Campione

Jessica Meghan Campione is an investment advisor representative with Citizens Securities, Inc. Jessica has been in the industry for over 10 years. Previously, Jessica was employed by SANTANDER SECURITIES LLC in SOUTH SANDWICH, MA and LPL FINANCIAL LLC in NORTH DARTMOUTH, MA. Jessica is licensed in Florida, New Hampshire, New York, Rhode Island and South Carolina. She is also registered with FINRA and the Securities and Exchange Commission (SEC). Citizens Securities, Inc. has approximately $9.19 Billion in assets under management and provides a variety of advisory services including financial planning and portfolio management.

Firm Information

Jessica Campione 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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Jessica Campione’s Registration & Firm History

RI

01/06/2021 - Present

Citizens Securities, Inc. (JOHNSTON RI)

MA

09/19/2012 - 05/17/2018

SANTANDER SECURITIES LLC (SOUTH SANDWICH MA)

MA

05/30/2012 - 09/19/2012

LPL FINANCIAL LLC (NORTH DARTMOUTH MA)

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Licenses & Designations

BOTH

Issued 07/13/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/30/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2015

Series 7 - General Securities Representative Examination

BC

Issued 05/29/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jessica Meghan Campione.
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