Jacqueline Alberte Gilbert
Investment adviser representative at Citizens Securities, Inc.
14 yearsExperience
1 stateRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Jacqueline Alberte Gilbert? 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
14 years in the industry.
- Citizens Securities, Inc.Apr 2026 to now
- Citizens BankApr 2026 to now
- Valley Financial Management, IncSep 2025 to Apr 2026
- Valley National BankSep 2025 to Apr 2026
- Valley Wealth Management IncSep 2025 to Apr 2026
- Principal Life Insurance CompanyJun 2025 to Sep 2025
- Principal Securities, Inc.Jun 2025 to Sep 2025
- JPMorgan Chase Bank NAOct 2023 to May 2025
- JPMorgan Securities LLCOct 2023 to May 2025
- Truist BankAug 2018 to Oct 2023
- Truist Investment ServicesAug 2018 to Oct 2023
- Marine Bank and TrustJan 2018 to Aug 2018
- L.A. FitnessDec 2017 to Jan 2018
- Bright Smile FinancingMay 2017 to Nov 2017
- Henry ScheinSep 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5854379
- Firm CRD
- 39550