James Robert Rubinton
Investment adviser representative at Citizens Private Wealth
11 yearsExperience
1 stateRegistered in
$16.6BFirm assets
34 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Citizens Private WealthJan 2025 to now
- Citizens BankJan 2025 to now
- Citizens Securities, Inc.,Jan 2025 to now
- City National BankSep 2016 to Jan 2025
- RBC Capital Markets, LLCApr 2015 to Jan 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (TX).
Citizens Private Wealth
Legal name: Citizens Private Wealth, LLC
$16.6BAssets managed
2,567Clients
93Advisers
34 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
- 2291542
- Firm CRD
- 106743