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Jonathan Vazquez

Citizens Securities, Inc.

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About Jonathan Vazquez

Jonathan Vazquez is a financial advisor with Citizens Securities, Inc. Jonathan has been in the financial industry since 2012 and is licensed to offer financial and investment advice in Florida and Ohio. Jonathan is also registered with FINRA. Jonathan has a wide range of experience in the financial industry, having worked for a number of well-known firms, including PNC Investments, Edward Jones, and Key Investment Services LLC. Jonathan specializes in providing financial advice to high-net-worth individuals and corporations.

Firm Information

Jonathan Vazquez 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 Vazquez’s Registration & Firm History

OH

05/03/2024 - Present

Citizens Securities, Inc. (FAIRLAWN OH)

OH

09/06/2017 - 04/14/2022

PNC INVESTMENTS (PEPPER PIKE OH)

OH

01/10/2017 - 08/15/2017

EDWARD JONES (HIGHLAND HEIGHTS OH)

OH

04/09/2015 - 01/03/2017

KEY INVESTMENT SERVICES LLC (PAINESVILLE OH)

OH

06/03/2014 - 01/07/2015

PNC INVESTMENTS (PAINESVILLE OH)

OH

10/01/2012 - 05/28/2014

J.P. MORGAN SECURITIES LLC (PAINESVILLE OH)

OH

05/14/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (PAINESVILLE OH)

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Licenses & Designations

BOTH

Issued 02/28/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/07/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2017

Series 7 - General Securities Representative Examination

BC

Issued 05/11/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Vazquez.
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