Jared Greenberg
Investment adviser representative at Citizens Securities, Inc.
11 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
11 years in the industry.
- Citizens Securities, Inc.Apr 2023 to now
- UnemployedAug 2023 to Oct 2023
- Trio RestaurantMay 2022 to Oct 2022
- Trio ResturauntMay 2021 to Sep 2021
- ChelosMay 2020 to Aug 2020
- University of Rhode IslandSep 2019 to May 2023
- Feast Sandwich CompanyJun 2017 to Aug 2017
- East Greenwich High SchoolSep 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7762590
- Firm CRD
- 39550