Best Investors Account Sign in

Jonathan Turner

Citizens Securities, Inc.

Conshohocken, PA

Claim This Profile
Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-10-02
ND RA APPROVED 2025-10-01
WV RA APPROVED 2025-09-25
FL RA APPROVED 2025-09-24
GA RA APPROVED 2025-09-24
AL RA APPROVED 2025-09-23
AK RA APPROVED 2025-09-23
AR RA APPROVED 2025-09-23
CA RA APPROVED 2025-09-23
CO RA APPROVED 2025-09-23
CT RA APPROVED 2025-09-23
DE RA APPROVED 2025-09-23
HI RA APPROVED 2025-09-23
ID RA APPROVED 2025-09-23
IL RA APPROVED 2025-09-23
IN RA APPROVED 2025-09-23
IA RA APPROVED 2025-09-23
KS RA APPROVED 2025-09-23
KY RA APPROVED 2025-09-23
LA RA APPROVED 2025-09-23
ME RA APPROVED 2025-09-23
MD RA APPROVED 2025-09-23
MI RA APPROVED 2025-09-23
MN RA APPROVED 2025-09-23
MS RA APPROVED 2025-09-23
MO RA APPROVED 2025-09-23
MT RA APPROVED 2025-09-23
NE RA APPROVED 2025-09-23
NV RA APPROVED 2025-09-23
NH RA APPROVED 2025-09-23
NJ RA APPROVED 2025-09-23
NM RA APPROVED 2025-09-23
NY RA APPROVED 2025-09-23
NC RA APPROVED 2025-09-23
OH RA APPROVED 2025-09-23
OK RA APPROVED 2025-09-23
OR RA APPROVED 2025-09-23
PA RA APPROVED 2025-09-23
PR RA APPROVED 2025-09-23
RI RA APPROVED 2025-09-23
SC RA APPROVED 2025-09-23
SD RA APPROVED 2025-09-23
TX RA APPROVED 2025-09-23
UT RA APPROVED 2025-09-23
VT RA APPROVED 2025-09-23
VA RA APPROVED 2025-09-23
WA RA APPROVED 2025-09-23
WI RA APPROVED 2025-09-23
WY RA APPROVED 2025-09-23
  • AZ RA
    APPROVED
    Since 2025-10-02
  • ND RA
    APPROVED
    Since 2025-10-01
  • WV RA
    APPROVED
    Since 2025-09-25
  • FL RA
    APPROVED
    Since 2025-09-24
  • GA RA
    APPROVED
    Since 2025-09-24
  • AL RA
    APPROVED
    Since 2025-09-23
  • AK RA
    APPROVED
    Since 2025-09-23
  • AR RA
    APPROVED
    Since 2025-09-23
  • CA RA
    APPROVED
    Since 2025-09-23
  • CO RA
    APPROVED
    Since 2025-09-23
  • CT RA
    APPROVED
    Since 2025-09-23
  • DE RA
    APPROVED
    Since 2025-09-23
  • HI RA
    APPROVED
    Since 2025-09-23
  • ID RA
    APPROVED
    Since 2025-09-23
  • IL RA
    APPROVED
    Since 2025-09-23
  • IN RA
    APPROVED
    Since 2025-09-23
  • IA RA
    APPROVED
    Since 2025-09-23
  • KS RA
    APPROVED
    Since 2025-09-23
  • KY RA
    APPROVED
    Since 2025-09-23
  • LA RA
    APPROVED
    Since 2025-09-23
  • ME RA
    APPROVED
    Since 2025-09-23
  • MD RA
    APPROVED
    Since 2025-09-23
  • MI RA
    APPROVED
    Since 2025-09-23
  • MN RA
    APPROVED
    Since 2025-09-23
  • MS RA
    APPROVED
    Since 2025-09-23
  • MO RA
    APPROVED
    Since 2025-09-23
  • MT RA
    APPROVED
    Since 2025-09-23
  • NE RA
    APPROVED
    Since 2025-09-23
  • NV RA
    APPROVED
    Since 2025-09-23
  • NH RA
    APPROVED
    Since 2025-09-23
  • NJ RA
    APPROVED
    Since 2025-09-23
  • NM RA
    APPROVED
    Since 2025-09-23
  • NY RA
    APPROVED
    Since 2025-09-23
  • NC RA
    APPROVED
    Since 2025-09-23
  • OH RA
    APPROVED
    Since 2025-09-23
  • OK RA
    APPROVED
    Since 2025-09-23
  • OR RA
    APPROVED
    Since 2025-09-23
  • PA RA
    APPROVED
    Since 2025-09-23
  • PR RA
    APPROVED
    Since 2025-09-23
  • RI RA
    APPROVED
    Since 2025-09-23
  • SC RA
    APPROVED
    Since 2025-09-23
  • SD RA
    APPROVED
    Since 2025-09-23
  • TX RA
    APPROVED
    Since 2025-09-23
  • UT RA
    APPROVED
    Since 2025-09-23
  • VT RA
    APPROVED
    Since 2025-09-23
  • VA RA
    APPROVED
    Since 2025-09-23
  • WA RA
    APPROVED
    Since 2025-09-23
  • WI RA
    APPROVED
    Since 2025-09-23
  • WY RA
    APPROVED
    Since 2025-09-23

Branch Locations

300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • 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
The Vanguard Group, Inc. Malvern PA 04/2023 11/2024
Diamond Electric Millville NJ 02/2023 02/2023
Lpl Financial Philadelphia PA 09/2022 01/2023
South Jersey Marina Cape May NJ 05/2021 08/2022
University Of Maryland College Park MD 08/2020 12/2022
Rutgers University Camden Camden NJ 01/2020 05/2020
Saint Joseph's University Philadelphia PA 08/2019 12/2019
Tavistock Country Club Haddonfield NJ 05/2019 08/2019
Virgina Tech Blacksburg VA 08/2018 05/2019
Diamond Electric Millville NJ 05/2020 08/2020
Shawnee Highschool Medford NJ 09/2014 06/2018
Sopranos Pizza Medford NJ 04/2018 07/2018
Tarantella's Restaurant Medford NJ 04/2017 10/2017
Valic Financial Advisors, Inc. Mount Laurel NJ 11/2024 09/2025
Agia Houston TX 10/2024 09/2025
Citizens Securities, Inc. Conshohocken PA 09/2025 Present
  • 04/2023 → 11/2024
    The Vanguard Group, Inc.
    Malvern, PA
  • 02/2023 → 02/2023
    Diamond Electric
    Millville, NJ
  • 09/2022 → 01/2023
    Lpl Financial
    Philadelphia, PA
  • 05/2021 → 08/2022
    South Jersey Marina
    Cape May, NJ
  • 08/2020 → 12/2022
    University Of Maryland
    College Park, MD
  • 01/2020 → 05/2020
    Rutgers University Camden
    Camden, NJ
  • 08/2019 → 12/2019
    Saint Joseph's University
    Philadelphia, PA
  • 05/2019 → 08/2019
    Tavistock Country Club
    Haddonfield, NJ
  • 08/2018 → 05/2019
    Virgina Tech
    Blacksburg, VA
  • 05/2020 → 08/2020
    Diamond Electric
    Millville, NJ
  • 09/2014 → 06/2018
    Shawnee Highschool
    Medford, NJ
  • 04/2018 → 07/2018
    Sopranos Pizza
    Medford, NJ
  • 04/2017 → 10/2017
    Tarantella's Restaurant
    Medford, NJ
  • 11/2024 → 09/2025
    Valic Financial Advisors, Inc.
    Mount Laurel, NJ
  • 10/2024 → 09/2025
    Agia
    Houston, TX
  • 09/2025 → Present
    Citizens Securities, Inc.
    Conshohocken, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-09
S63 Uniform Securities Agent State Law Examination 2023-06-22
  • S66 Uniform Combined State Law Examination
    2025-01-09
  • S63 Uniform Securities Agent State Law Examination
    2023-06-22
Other Names
  • Jon Turner
  • Jonathan Joseph Turner

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ARSENAL CAPITAL ADVISORS LLC
UBS FINANCIAL SERVICES INC.
INDEPENDENT FINANCIAL PARTNERS
HBKS WEALTH ADVISORS
WILLIAM BLAIR
HAMILTON LANE

Other Investors

STEVEN MICHAEL LEHMAN
ANTHONY NICHOLS
RANDOLPH KEVIN BROCK
JOHN EUGENE KANE
BRYAN CLYDE KILFOY
JOSEPH FRANCIS HORNIG
GREGORY BOSTON
STEVEN FLEISHER

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA
UBS FINANCIAL SERVICES INC. · CONSHOHOCKEN, PA
INDEPENDENT FINANCIAL PARTNERS · Conshohocken, PA
HBKS WEALTH ADVISORS · CONSHOHOCKEN, PA
WILLIAM BLAIR · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CONSHOHOCKEN, PA

More in Conshohocken, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor