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William Gerard Jacques

Citizens Securities, Inc.

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About William Gerard Jacques

William Gerard Jacques is a financial professional with over 22 years of experience in the financial services industry. William is currently a registered representative at Citizens Securities, Inc. William is registered as an Investment Advisor Representative in Florida, New Hampshire, and Rhode Island. William has held prior positions at Santander Securities LLC, PRUCO Securities, LLC., and MML Investors Services, Inc. William has earned the Series 6, 7, 24, 26, 51, 63, and 65 licenses and holds the Chartered Financial Consultant designation. William specializes in providing financial planning, portfolio management for individuals, and selection of other advisers.

Firm Information

William Jacques 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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William Jacques’s Registration & Firm History

MA

01/03/2023 - Present

Citizens Securities, Inc. (NORWELL MA)

MA

05/11/2015 - 04/08/2022

SANTANDER SECURITIES LLC (Brockton MA)

MA

08/16/2006 - 04/30/2015

PRUCO SECURITIES, LLC. (NEEDHAM MA)

RI

10/22/2004 - 07/26/2006

MML INVESTORS SERVICES, INC. (EAST PROVIDENCE RI)

NJ

10/07/1999 - 10/04/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

IA

Issued 09/08/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/13/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/28/2007

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 04/11/2005

Series 24 - General Securities Principal Examination

BC

Issued 06/28/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2002

Series 7 - General Securities Representative Examination

BC

Issued 10/06/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Gerard Jacques.
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