JD
Jeffrey M. Detwiler
CITIZENS SECURITIES
Reading, PA 19604
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CRD#: 2295751
JD
Professional summary
Jeffrey Mark Detwiler is a registered financial advisor currently at CITIZENS SECURITIES, INC. located in Reading, Pennsylvania.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Jeffrey has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Rental Property -Owner: Contract with rental management company to handle: Property address: 3003 Twisted Oak Way, The Villages, FL. Start date March 15, 2024.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Mark Detwiler's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Mark Detwiler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 26, 2016 - Present
CITIZENS SECURITIES, INC.
Office #1: 628 Greenwich Street Mailstop: 1bc-6499, Reading, PA 19604Office #2: 830 Lancaster Ave. Mailstop: 1bc-6704, Reading, PA 19607Office #3: 70 Commerce Drive Village Square; Mailstop: 1bc-6711, Wyomissing, PA 19610Office #4: 2643 Shillington Road, Spring Towne Shopping Ctr Mailstop: 1bc-6585, Sinking Spring, PA 19608Office #5: 4950 Kutztown Road Ms: 1bc-6706, Temple, PA 19560RIA
BD
CRD#: 39550
Reading, PA
Current
January 26, 2016 - Present
CITIZENS SECURITIES, INC.
Office #1: 628 Greenwich Street Mailstop: 1bc-6499, Reading, PA 19604Office #2: 830 Lancaster Ave. Mailstop: 1bc-6704, Reading, PA 19607Office #3: 70 Commerce Drive Village Square; Mailstop: 1bc-6711, Wyomissing, PA 19610Office #4: 2643 Shillington Road, Spring Towne Shopping Ctr Mailstop: 1bc-6585, Sinking Spring, PA 19608Office #5: 4950 Kutztown Road Ms: 1bc-6706, Temple, PA 19560RIA
BD
CRD#: 39550
Reading, PA
Past
May 4, 2010 - February 3, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
ROYERSFORD, PA
Past
May 4, 2010 - February 3, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
ROYERSFORD, PA
Past
March 17, 2009 - May 5, 2010
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
ROYERSFORD, PA
Past
March 17, 2009 - May 5, 2010
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
ROYERSFORD, PA
Past
June 26, 2003 - March 17, 2009
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
LIMERICK, PA
Past
April 10, 2001 - March 17, 2009
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
LIMERICK, PA
Past
April 25, 1997 - December 31, 2000
MBSC, LLC
BD
CRD#: 42430
NEW YORK, NY
Past
January 2, 1997 - April 10, 2001
DREYFUS INVESTMENT SERVICES COMPANY, LLC
BD
CRD#: 17477
PITTSBURGH, PA
Past
August 19, 1994 - January 10, 1997
SIGNATOR FINANCIAL SERVICES, INC.
BD
CRD#: 19061
BOSTON, MA
Past
November 27, 1992 - August 22, 1994
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CS
CITIZENS SECURITIES, INC.
CCO INVESTMENT SERVICES CORP. | CITIZENS WEALTH MANAGEMENT | CITIZENS SECURITIES, INC. | CITIZENS PRIVATE WEALTH | CITIZENS PRIVATE CLIENT | CITIZENS INVESTMENT SERVICES CORP. | CITIZENS INVESTMENT SERVICES | CITIZENS INVESTMENT SECURITIES, INC. | CITIZENS FINANCIAL SERVICES INC. | CHARTER ONE INVESTMENT SERVICES
CRD#: 39550 / SEC#: 801-61902, 8-48744
RIA
Registered Investment Advisory firm - SEC (3/27/2003 Approved)Connecticut
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)Florida
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)Maine
Registered Investment Advisory firm - SEC (4/14/2003 Terminated)New Hampshire
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)New York
Registered Investment Advisory firm - SEC (3/31/2002 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (5/8/2003 Terminated)Vermont
Registered Investment Advisory firm - SEC (4/28/2003 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(1/26/2016)
IAR
Delaware(1/26/2016)
RR
Florida(9/29/2021)
IAR
Florida(9/30/2021)
RR
Maryland(5/26/2020)
IAR
Maryland(5/26/2020)
RR
Massachusetts(7/21/2020)
RR
North Carolina(1/26/2016)
IAR
North Carolina(1/27/2016)
RR
Pennsylvania(1/26/2016)
IAR
Pennsylvania(1/26/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CS
CITIZENS SECURITIES, INC.
CCO INVESTMENT SERVICES CORP. | CITIZENS WEALTH MANAGEMENT | CITIZENS SECURITIES, INC. | CITIZENS PRIVATE WEALTH | CITIZENS PRIVATE CLIENT | CITIZENS INVESTMENT SERVICES CORP. | CITIZENS INVESTMENT SERVICES | CITIZENS INVESTMENT SECURITIES, INC. | CITIZENS FINANCIAL SERVICES INC. | CHARTER ONE INVESTMENT SERVICES
CRD#: 39550 / SEC#: 801-61902, 8-48744
RIA
Registered Investment Advisory firm - SEC (3/27/2003 Approved)Connecticut
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)Florida
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)Maine
Registered Investment Advisory firm - SEC (4/14/2003 Terminated)New Hampshire
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)New York
Registered Investment Advisory firm - SEC (3/31/2002 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (5/8/2003 Terminated)Vermont
Registered Investment Advisory firm - SEC (4/28/2003 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
One Citizens Bank Way Jcb135, Johnston, RI 02043
Mailing Address
200 Station Drive Mws414, Westwood, MA 02090
Phone number
(781) 364-1641
Established
Rhode Island since 09/21/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
418
SEC notice filing (52 States and Territories)
FINRA licenses (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 53,044 |
| AUM (Assets Under Management) | $ 9,188,004,183 |
Disclosures
| Regulatory Event | 16 |
| Arbitration | 6 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CITIZENS SECURITIES, INC.
CRD#: 39550Reading, PA 19604TRUST BUT VERIFY
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Contact information
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