Thomas Jason Worsley
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
7 statesRegistered in
CFP® certificationDesignation
$12.9BFirm assets
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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
11 years in the industry.
- Citizens Securities, Inc.Oct 2022 to now
- JP Morgan Chase Bank, N.A.Feb 2021 to Jul 2022
- JP Morgan Securities, LLCFeb 2021 to Jul 2022
- TD Ameritrade Invesetment Management, LLCNov 2019 to Dec 2020
- TD Ameritrade, Inc.Oct 2019 to Jan 2021
- UnemployedMar 2019 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2015 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 7 states (CA, CT, FL, IL, NY, RI, VT).
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
- 4480067
- Firm CRD
- 39550