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Jonathan Michael Sears

Citizens Securities, Inc.

Johnston, RI

Medford, MA

CRD 8150377

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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
CA RA APPROVED 2026-08-20
FL RA APPROVED 2026-04-08
ME RA APPROVED 2026-04-07
VA RA APPROVED 2026-04-07
NH RA APPROVED 2026-02-27
  • CA RA
    APPROVED
    Since 2026-08-20
  • FL RA
    APPROVED
    Since 2026-04-08
  • ME RA
    APPROVED
    Since 2026-04-07
  • VA RA
    APPROVED
    Since 2026-04-07
  • NH RA
    APPROVED
    Since 2026-02-27

Branch Locations

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

1 Riverside Avenue Ms: Ma-754, Medford, MA 02155 • 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. Medford MA 08/2025 Present
Aciron Consulting Inc. Cambridge MA 06/2022 08/2025
Bentley University Waltham MA 09/2018 05/2022
Wilmington High School Wilmington MA 09/2014 05/2018
Tremezzo Ristorante Wilmington MA 08/2016 08/2018
  • 08/2025 → Present
    Citizens Securities, Inc.
    Medford, MA
  • 06/2022 → 08/2025
    Aciron Consulting Inc.
    Cambridge, MA
  • 09/2018 → 05/2022
    Bentley University
    Waltham, MA
  • 09/2014 → 05/2018
    Wilmington High School
    Wilmington, MA
  • 08/2016 → 08/2018
    Tremezzo Ristorante
    Wilmington, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-27
  • S66 Uniform Combined State Law Examination
    2026-02-27
Other Names
  • Jonathan Sears

View on SEC IAPD

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