James Bolan
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
5 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
10 years in the industry.
- Citizens Securities, Inc.Sep 2023 to now
- JP Morgan Chase Bank, N.A.Nov 2018 to Sep 2023
- JP Morgan Securities, LLCNov 2018 to Sep 2023
- Charles Schwab & Co., Inc.Nov 2016 to Nov 2018
- Charles Schwab BankNov 2016 to Nov 2018
- Sga Inc. (stackhouse Garber Associates)Mar 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 5 states (CA, CT, FL, NC, NY).
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
- 6733346
- Firm CRD
- 39550