Gurpreet Singh
Investment adviser representative at Citizens Securities, Inc.
12 yearsExperience
3 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
12 years in the industry.
- Citizens Securities, Inc.Mar 2026 to now
- JP Morgan Chase Bank, N.A.Sep 2022 to Mar 2026
- JP Morgan Securities LLCSep 2022 to Mar 2026
- UnemployedFeb 2022 to Aug 2022
- JP Morgan Securities LLCNov 2020 to Jan 2022
- JP Morgan Chase Bank, N.A.Sep 2019 to Jan 2022
- Bank of AmericaDec 2018 to Sep 2019
- Broker GeniusFeb 2017 to May 2018
- Baruch CollegeAug 2014 to Aug 2017
- New Franklin Rehab & NursingJul 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, PA).
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
- 7311041
- Firm CRD
- 39550