Jordan Gary Staveley
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
49 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
11 years in the industry.
- Citizens Securities, Inc.Mar 2026 to now
- Citizens BankMar 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Mar 2026
- UnemployedJan 2020 to Mar 2020
- Defense Contract Audit AgencyJul 2019 to Jan 2020
- Zia Trust, Inc.Jan 2019 to Jul 2019
- Air ForceJul 2017 to Sep 2017
- Which WichJun 2015 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 49 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, PR, 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
- 7245609
- Firm CRD
- 39550