Daniel Luis Jara
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
48 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.Oct 2025 to now
- Equitable Advisors, LLCAug 2024 to Oct 2025
- Tigress Financial PartnersDec 2023 to Jan 2024
- PorscheJun 2023 to Aug 2023
- Suffolk UniversitySep 2021 to May 2024
- Basilico PizzariaMar 2020 to Jun 2020
- UnemployedJul 2019 to Aug 2021
- Danbury High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 48 states (AK, AL, AR, 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
- 7971535
- Firm CRD
- 39550