Jerome Wiener
Investment adviser representative at Citizens Securities, Inc.
13 yearsExperience
48 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
13 years in the industry.
- Citizens Securities, Inc.Jun 2026 to now
- Commonwealth Financial NetworkSep 2025 to Jun 2026
- Meritage Financial Strategies, LLCSep 2025 to Jun 2026
- Bank of America, N.A.Nov 2020 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2020 to Sep 2025
- Northwestern Mutual Investment Services LLCAug 2019 to Jan 2020
- Northwestern Mutual Life Insurance CompanyJun 2019 to Nov 2020
- StudentMay 2018 to May 2019
- Bendett and Mchugh PcMay 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 48 states (AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV, WY).
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
- 7126041
- Firm CRD
- 39550