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Robert Edward Jean

Citizens Securities, Inc.

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About Robert Edward Jean

Robert Edward Jean has been in the financial services industry since August 29, 1992. Robert is currently registered with Citizens Securities, Inc. and has been with the firm since June 23, 2010. Robert has several prior registrations with other firms including Ameriprise Financial Services, Inc., Investors Capital Corp., H&R Block Financial Advisors, Inc., and Hibbard Brown & Co., Inc. Robert specializes in providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Robert Jean 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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Robert Jean’s Registration & Firm History

NY

06/23/2010 - Present

Citizens Securities, Inc. (ALBANY NY)

NH

01/09/2009 - 03/13/2009

AMERIPRISE FINANCIAL SERVICES, INC. (PORTSMOUTH NH)

MA

07/05/2005 - 09/18/2008

INVESTORS CAPITAL CORP. (TOPSFIELD MA)

MI

04/01/1993 - 07/12/2005

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

NY

11/21/1990 - 01/20/1993

HIBBARD BROWN & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/25/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/16/2005

Series 24 - General Securities Principal Examination

BC

Issued 07/17/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Robert Edward Jean. Review regulatory record here.
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