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Kenneth Michael Jarvis

Citizens Securities, Inc.

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About Kenneth Michael Jarvis

Kenneth Jarvis is a financial advisor with Citizens Securities, Inc. Kenneth has been in the financial industry since January 10, 2015. Kenneth is registered as a broker-dealer (BD) and investment advisor (IA) in several states, including Florida, Indiana, Massachusetts, Ohio, and Pennsylvania. Kenneth's experience includes serving as a financial advisor for several firms, including PNC Investments, Mutual of Omaha Investor Services, Inc., Farmers Financial Solutions, LLC, Waddell & Reed, Inc., and Fidelity Brokerage Services LLC. Kenneth holds several industry licenses, including Series 7, Series 63, Series 65, and Series 66.

Firm Information

Kenneth 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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Kenneth Jarvis’s Registration & Firm History

PA

02/26/2021 - Present

Citizens Securities, Inc. (MONROEVILLE PA)

PA

10/23/2020 - 11/24/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (SEWICKLEY PA)

PA

03/23/2012 - 09/29/2014

PNC INVESTMENTS (PITTSBURGH PA)

PA

02/22/2012 - 03/27/2012

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (SEVEN FIELDS, PA)

NV

05/12/2011 - 08/22/2011

FARMERS FINANCIAL SOLUTIONS, LLC (LAS VEGAS NV)

NV

09/09/2010 - 01/28/2011

WADDELL & REED, INC. (LAS VEGAS NV)

KY

10/16/2007 - 06/14/2010

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BOTH

Issued 02/25/2021

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/04/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Michael Jarvis.
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