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Jonathan Wesley Bridgman

Citizens Securities, Inc.

Johnston, RI

CRD 6125750

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Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2017-11-28
  • RI RA
    APPROVED
    Since 2017-11-28

Branch Locations

1 Citizens Bank Way, Johnston, RI 02919 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Securities, Inc. Providence RI 10/2012 08/2022
Citizens Securities, Inc. Johnston RI 08/2022 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-28
S63 Uniform Securities Agent State Law Examination 2013-03-08
  • S66 Uniform Combined State Law Examination
    2017-11-28
  • S63 Uniform Securities Agent State Law Examination
    2013-03-08
Other Names
  • Jon Wesley Bridgman

View on SEC IAPD

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