Jonathan Turner
Investment adviser representative at Citizens Securities, Inc.
12 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
12 years in the industry.
- Citizens Securities, Inc.Sep 2025 to now
- Valic Financial Advisors, Inc.Nov 2024 to Sep 2025
- AgiaOct 2024 to Sep 2025
- The Vanguard Group, Inc.Apr 2023 to Nov 2024
- Diamond ElectricFeb 2023 to Feb 2023
- LPL FinancialSep 2022 to Jan 2023
- South Jersey MarinaMay 2021 to Aug 2022
- University of MarylandAug 2020 to Dec 2022
- Diamond ElectricMay 2020 to Aug 2020
- Rutgers University CamdenJan 2020 to May 2020
- Saint Joseph's UniversityAug 2019 to Dec 2019
- Tavistock Country ClubMay 2019 to Aug 2019
- Virgina TechAug 2018 to May 2019
- Sopranos PizzaApr 2018 to Jul 2018
- Tarantella's RestaurantApr 2017 to Oct 2017
- Shawnee HighschoolSep 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
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
- 7703550
- Firm CRD
- 39550