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Kevin Amir Jones

Citizens Securities, Inc.

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About Kevin Amir Jones

Kevin Amir Jones is a Registered Representative and Investment Adviser Representative with Citizens Securities, Inc., located in Fort Washington, Pennsylvania. Kevin Jones has been in the securities industry since May 8, 2016. Kevin Jones has passed the Series 63, Series 66, Series 7 and SIE exams. Kevin Jones has a total of 5 approved state registrations and is currently registered with the following states: District of Columbia, Maryland, New York, Pennsylvania, and Virginia. Kevin Jones is also registered as an Investment Adviser Representative with Citizens Securities, Inc. in District of Columbia, Maryland, New York, and Virginia. Prior to working at Citizens Securities, Inc. Kevin Jones was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated in Arlington, Virginia. Kevin Jones is also registered with FINRA and is an active member of the Securities Industry and Financial Markets Association (SIFMA).

Firm Information

Kevin Jones 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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Kevin Jones’s Registration & Firm History

PA

12/12/2022 - Present

Citizens Securities, Inc. (Fort Washington PA)

VA

04/01/2016 - 06/09/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ARLINGTON VA)

VA

10/12/2015 - 01/19/2016

TD AMERITRADE, INC. (RESTON VA)

PA

08/20/2015 - 10/05/2015

AXA ADVISORS, LLC (BALA CYNWYD PA)

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Licenses & Designations

BOTH

Issued 05/23/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Amir Jones.
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