Jonathan Michael Sears
Investment adviser representative at Citizens Securities, Inc.
12 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
12 years in the industry.
- Ameriprise Financial Services, LLCSep 2026 to now
- Citizens Securities, Inc.Aug 2025 to now
- Aciron Consulting Inc.Jun 2022 to Aug 2025
- Bentley UniversitySep 2018 to May 2022
- Tremezzo RistoranteAug 2016 to Aug 2018
- Wilmington High SchoolSep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, ME, NH, VA).
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
- 8150377
- Firm CRD
- 39550