Jacob Hurley
Investment adviser representative at Citizens Securities, Inc.
13 yearsExperience
10 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.Mar 2024 to now
- Triple Crown ConsultingOct 2023 to Feb 2024
- RoverFeb 2023 to Feb 2024
- Mcadam LLCDec 2021 to Mar 2023
- Quench JuiceryOct 2021 to Jan 2022
- Liquor License AdvisorNov 2020 to May 2021
- Boston Sports ClubNov 2019 to Mar 2020
- Suffolk UniversityAug 2017 to Sep 2021
- Green Harbor MarinaMay 2016 to Oct 2020
- Marshfield High SchoolAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 10 states (AZ, CA, CT, FL, IN, NC, NH, PA, RI, VA).
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
- 7513643
- Firm CRD
- 39550