Jackson Daniel Tarr
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.May 2023 to now
- MML Investors Services, LLCMay 2022 to May 2023
- Massmutual Life Insurance CompanyApr 2022 to May 2023
- La Porte IsdMay 2021 to Jun 2022
- Crosby IsdJul 2019 to May 2021
- Fort Bend IsdJul 2017 to Jul 2019
- Clear Creek IsdJul 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, MD, NY, SC).
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
- 7545209
- Firm CRD
- 39550