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Jake Daniel Pusateri

Citizens Securities, Inc.

Albany, NY

Lake Ronkonkoma, NY

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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-04-18
FL RA APPROVED 2025-03-13
NJ RA APPROVED 2025-03-12
NY RA APPROVED 2024-09-04
  • VT RA
    APPROVED
    Since 2025-04-18
  • FL RA
    APPROVED
    Since 2025-03-13
  • NJ RA
    APPROVED
    Since 2025-03-12
  • NY RA
    APPROVED
    Since 2024-09-04

Branch Locations

20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States

395 Portion Road Ms: Ny318, Lake Ronkonkoma, NY 11779 • 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
Jewel Resturant Melville NY 06/2016 06/2017
Refuge Food And Spirits Melville NY 05/2017 06/2017
Northwestern Mutual Life Insurance Company Melville NY 06/2017 08/2018
Northwestern Mutual Investment Services Llc Melville NY 06/2017 08/2018
Jpmorgan Chase Bank, N.A. Syosset NY 08/2018 04/2022
J.P. Morgan Securities, Llc Syosset NY 08/2018 04/2022
T.G.I. Fridays Farmingville NY 04/2019 06/2020
Wells Fargo Clearing Services, Llc Huntington NY 04/2022 09/2024
Wells Fargo Bank, Na Huntington NY 04/2022 09/2024
Citizens Securities, Inc Westwood MA 09/2024 Present
Citizens Bank Ronkonkoma NY 09/2024 Present
  • 06/2016 → 06/2017
    Jewel Resturant
    Melville, NY
  • 05/2017 → 06/2017
    Refuge Food And Spirits
    Melville, NY
  • 06/2017 → 08/2018
    Northwestern Mutual Life Insurance Company
    Melville, NY
  • 06/2017 → 08/2018
    Northwestern Mutual Investment Services Llc
    Melville, NY
  • 08/2018 → 04/2022
    Jpmorgan Chase Bank, N.A.
    Syosset, NY
  • 08/2018 → 04/2022
    J.P. Morgan Securities, Llc
    Syosset, NY
  • 04/2019 → 06/2020
    T.G.I. Fridays
    Farmingville, NY
  • 04/2022 → 09/2024
    Wells Fargo Clearing Services, Llc
    Huntington, NY
  • 04/2022 → 09/2024
    Wells Fargo Bank, Na
    Huntington, NY
  • 09/2024 → Present
    Citizens Securities, Inc
    Westwood, MA
  • 09/2024 → Present
    Citizens Bank
    Ronkonkoma, NY
Previous Registrations
Other Businesses

Buteras Restaurant of Bay Shore- Bartender Date of Initial Involvement: 10/24/2025 Approximate amount of time/month: 16-20 hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-14
S63 Uniform Securities Agent State Law Examination 2018-05-25
  • S66 Uniform Combined State Law Examination
    2022-06-14
  • S63 Uniform Securities Agent State Law Examination
    2018-05-25
Other Names
  • Jake Pusateri
  • Jake D Pusateri
  • Jake Daniel Pusateri

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY
MPWM ADVISORY SOLUTIONS LLC · ALBANY, NY
CITIZENS SECURITIES, INC. · ALBANY, NY
LPL FINANCIAL LLC · ALBANY, NY
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WELLS FARGO CLEARING SERVICES, LLC · ALBANY, NY

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