Jack Anthony Forlenza
Investment adviser representative at Citizens Securities, Inc.
14 yearsExperience
6 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Citizens Securities, Inc.Aug 2022 to now
- Cetera Investment Advisers LLCDec 2021 to Aug 2022
- Cetera Investment Services LLCDec 2021 to Aug 2022
- Investors BankDec 2021 to Aug 2022
- Pruco Securities, LLCDec 2016 to Dec 2021
- The Prudential Insurance Company of AmericaDec 2016 to Dec 2021
- Capital One Sharebuilder, Inc.Jan 2015 to Dec 2016
- Sharebuilder 401kJan 2015 to Dec 2016
- Capital One Financial AdvisorsDec 2012 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 6 states (FL, MI, NJ, NY, PA, VA).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2243401
- Firm CRD
- 39550