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Rodger A Jordan

Citizens Securities, Inc.

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About Rodger A Jordan

Rodger Jordan is a registered representative with Citizens Securities, Inc. Rodger has been in the securities industry for over 16 years and has a Series 6, 7, 63 and 65. Rodger is also a licensed preacher and minister in the state of Pennsylvania and holds a real estate license in the state of Georgia. Rodger has worked with firms such as Ameriprise Financial Services, Inc., PNC Investments, and Transamerica Financial Advisors, Inc. Rodger provides financial planning services, portfolio management for individuals, and selection of other advisors. Rodger's primary office location is in Pittsburgh, Pennsylvania.

Firm Information

Rodger Jordan 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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Rodger Jordan’s Registration & Firm History

PA

05/11/2023 - Present

Citizens Securities, Inc. (PITTSBURGH PA)

OH

03/23/2022 - 04/12/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (Kirtland OH)

PA

04/07/2020 - 06/23/2021

PNC INVESTMENTS (PITTSBURGH PA)

PA

01/30/2019 - 12/12/2019

AMERIPRISE FINANCIAL SERVICES, INC. (Pittsburgh PA)

GA

06/13/2018 - 01/18/2019

TRANSAMERICA FINANCIAL ADVISORS, INC (ALPHARETTA GA)

OH

12/27/2016 - 06/02/2017

W&S BROKERAGE SERVICES, INC. (YOUNGSTOWN OH)

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Licenses & Designations

IA

Issued 08/21/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Rodger A Jordan. Review regulatory record here.
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