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Jonathan Ross Mesok

Citizens Securities, Inc.

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About Jonathan Ross Mesok

Jonathan Mesok is a registered representative of Citizens Securities, Inc. Jonathan has been in the securities industry since 2004. Jonathan is currently licensed in 12 states and has passed the Series 66, Series 7, and SIE exams. Jonathan has a long history of working with clients in a variety of industries including corporations and high-net-worth individuals. Citizens Securities, Inc. is a firm with over 53,000 clients and over $9 billion in assets under management. The firm's advisory services include financial planning, portfolio management for individuals and selection of other advisors. Jonathan specializes in working with clients in retirement planning and investment planning.

Firm Information

Jonathan Mesok 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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Jonathan Mesok’s Registration & Firm History

OH

08/12/2015 - Present

Citizens Securities, Inc. (NORTHFIELD OH)

OH

09/03/2004 - 06/18/2007

AMTRUST INVESTMENT SERVICES, INC. (MACEDONIA OH)

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Licenses & Designations

BOTH

Issued 09/06/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jonathan Ross Mesok. Review regulatory record here.
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