Jason Anthony Ruel

Current Employers

Employment History

• 07/2014 → 06/2022
  Citizens Securities, Inc.
  Boston, MA
• 06/2022 → Present
  Kestra Investment Services, Llc
  Burlington, MA
• 06/2022 → Present
  Kestra Private Wealth, Llc
  Burlington, MA

Previous Registrations

• 2014-07-16 → 2022-07-01
  Citizens Securities, Inc.
  Medford, MA
  Medford, MA
  Malden, MA
  Malden, MA
  Malden, MA
  Woburn, MA
  Burlington, MA
  Somerville, MA
  Lynn, MA
  Saugus, MA
  Swampscott, MA
  Revere, MA
  Revere, MA
  Malden, MA
  Medford, MA
  Malden, MA
  Somerville, MA
  Medford, MA
  Everett, MA
  Chelsea, MA
  Medford, MA
  Swampscott, MA
  Boston, MA
  Burlington, MA
  Cambridge, MA
  Cambridge, MA
  Burlington, MA
  Boston, MA
  Woburn, MA
  Medford, MA
  Boston, MA
  Boston, MA
  South Boston, MA
  Boston, MA
• 2012-03-19 → 2014-07-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norwood, MA
  Hingham, MA
  Providence, RI
• 2010-07-22 → 2012-04-12
  Morgan Stanley
  Providence, RI
  Providence, RI
• 2010-04-13 → 2010-07-19
  Lpl Financial Llc
  Pembroke, MA

Other Businesses

Name: JASON RUEL ART POSITION: Owner NATURE: Selling Artwork INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2023 ADDRESS: 18 Winnatuxett Beach Rd, Mattapoisett MA 02739, United States DESCRIPTION: Produce and deliver artwork. Name: NORTHEAST INVESTMENT GROUP POSITION: Financial Advisor/General Manager NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/29/2022 ADDRESS: 20 Mall Road, Burlington MA 01803, United States DESCRIPTION: I will be meeting with clients, running financial plans and managing client investments. In addition I will be a managing partner maintaining operations of the company with my partners. Name: MISSION OF DEEDS POSITION: Board of Directors NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/10/2023 ADDRESS: 6 Chapin Ave, Reading, Reading MA 01867 DESCRIPTION: I will be acting as a board member to help the executive director make strategic decisions for the organization. Name: JASON RUEL ART POSITION: Owner NATURE: Selling Artwork INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2023 ADDRESS: 18 Winnatuxett Beach Rd, Mattapoisett MA 02739, United States DESCRIPTION: Produce and deliver artwork.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-10

Designations

Other Names

• Jason Ruel