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Justin W Jarvis

Citizens Securities, Inc.

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About Justin W Jarvis

Justin W Jarvis is a financial advisor with over 12 years of experience in the financial services industry. Justin Jarvis is currently registered with Citizens Securities, Inc. and Clarfeld and has been working for Citizens Securities, Inc. since August 2022. Prior to that, Justin W Jarvis was registered with Stiefel, Nicolaus & Company, Incorporated and UBS Financial Services Inc.. Justin Jarvis holds the Series 7, Series 66, and SIE licenses. Justin W Jarvis is a registered representative in Maine, New Hampshire, New York, South Carolina, and Vermont and specializes in financial planning, investment advisory services and participation in wrap fee programs. Justin W Jarvis provides portfolio management for individuals and has experience with clients that include individuals other than high-net-worth individuals, corporations or other businesses and high-net-worth individuals.

Firm Information

Justin Jarvis 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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Justin Jarvis’s Registration & Firm History

NH

09/26/2022 - Present

Citizens Securities, Inc. (PORTSMOUTH NH)

NH

12/01/2021 - 08/29/2022

STIFEL, NICOLAUS & COMPANY, INCORPORATED (PORTSMOUTH NH)

NH

12/13/2013 - 12/16/2021

UBS FINANCIAL SERVICES INC. (PORTSMOUTH NH)

NH

01/18/2010 - 12/16/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTSMOUTH NH)

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Licenses & Designations

BOTH

Issued 02/05/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin W Jarvis.
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