Jack Michael Payne
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
2 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.,Jul 2025 to now
- Equitable Advisors, LLCMar 2023 to Jul 2025
- Dollar BankFeb 2021 to Mar 2023
- UnemployedDec 2020 to Feb 2021
- Leomhann EnterprisesNov 2020 to Dec 2020
- Chautauqua InstitutionMay 2020 to Oct 2020
- University SchoolOct 2019 to Feb 2020
- Chautauqua InstitutionMay 2019 to Aug 2019
- Chautauqua InstitutionMay 2018 to Aug 2018
- Chautauqua InstitutionJun 2017 to Aug 2017
- John Carroll UniversityAug 2016 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, OH).
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
- 7715036
- Firm CRD
- 39550