Gregory Jon Clemens
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
1 stateRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Gregory Jon Clemens? Claim your profile
Contact this firm
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
10 years in the industry.
- Citizens Securities, Inc.Sep 2022 to now
- Raymond James Financial Services, Inc.Mar 2022 to Sep 2022
- Raymond James & Associates, Inc.Oct 2020 to Mar 2022
- Allianz LifeJul 2017 to Oct 2020
- Questar Asset ManagementJul 2017 to Oct 2020
- Questar Capital CorporationJul 2017 to Oct 2020
- PNC InvestmentsFeb 2012 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 2684006
- Firm CRD
- 39550