Jack Keleshian

CITIZENS SECURITIES

Westwood, MA 02090

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CRD#: 2364159

Professional summary

Jack Keleshian, who also goes by Jack Harold Keleshian, is a registered financial advisor currently at CITIZENS SECURITIES, INC. located in Westwood, Massachusetts and CITIZENS PRIVATE WEALTH located in Westwood, Massachusetts.

Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jack has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Harold Keleshian

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Keleshian's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 15, 2017 - Present

CITIZENS SECURITIES, INC.

Office #1: 200 Station Drive, Westwood, MA 02090

RIA

CRD#: 39550

Westwood, MA

Current

January 3, 2020 - Present

CITIZENS PRIVATE WEALTH

Office #1: 200 Station Drive Mws412, Westwood, MA 02090

RIA

CRD#: 106743

Westwood, MA

Current

December 8, 2017 - Present

CITIZENS SECURITIES, INC.

Office #1: 200 Station Drive, Westwood, MA 02090

RIA

CRD#: 39550

Westwood, MA

Past

February 19, 2010 - November 30, 2017

BANCWEST INVESTMENT SERVICES, INC.

CRD#: 29357

PASADENA, CA

Past

February 17, 2010 - November 30, 2017

BANCWEST INVESTMENT SERVICES, INC.

RIA

CRD#: 29357

PASADENA, CA

Past

September 10, 2009 - October 16, 2009

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

LOS ANGELES, CA

Past

September 9, 2009 - October 16, 2009

J.P. MORGAN SECURITIES LLC

CRD#: 79

LOS ANGELES, CA

Past

May 15, 2001 - August 26, 2009

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

PASADENA, CA

Past

May 2, 2001 - August 26, 2009

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

PASADENA, CA

Past

November 26, 1996 - May 2, 2001

WELLS FARGO SECURITIES INC.

CRD#: 17438

SAN FRANCISCO, CA

Past

September 1, 1994 - May 16, 1995

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

CRD#: 14229

NORTHRIDGE, CA

Past

June 21, 1993 - September 6, 1994

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

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".

CITIZENS PRIVATE WEALTH

CRD#: 106743 / SEC#: 801-40835

RIA

Registered Investment Advisory firm - (2/20/1992 Approved)

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.

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

Massachusetts
(1/16/2018)

IAR

Massachusetts
(1/3/2020)

New Hampshire
(11/1/2018)

IAR

New Hampshire
(11/1/2018)

Rhode Island
(12/15/2017)

IAR

Rhode Island
(12/15/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/20/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/8/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/26/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/19/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/20/2017

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CITIZENS PRIVATE WEALTH

CRD#: 106743 / SEC#: 801-40835

RIA

Registered Investment Advisory firm - (2/20/1992 Approved)

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Contact information

Main Address

520 White Plains Road 3rd Floor, Tarrytown, NY 10591

Mailing Address

Phone number

(914) 846-0100

Established

Firm type

Fiscal year end

# of Employees

200

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	7,846
AUM (Assets Under Management)	$ 12,182,945,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2025	Cover Page	Report
07/28/2023	Cover Page	Report
10/28/2022	Cover Page	Report

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.

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Jack Keleshian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Keleshian's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITIZENS PRIVATE WEALTH

CITIZENS SECURITIES, INC.

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO SECURITIES INC.

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

INVEST FINANCIAL CORPORATION

Primary Firm SEC Registration

CITIZENS PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 3/20/1998

Series 63

Date: 7/8/1993

SIE

Date: 10/1/2018

Series 7

Date: 12/26/1996

Series 6

Date: 6/19/1993

Series 24

Date: 9/20/2017

FINRA

Current Firm

CITIZENS PRIVATE WEALTH

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CITIZENS PRIVATE WEALTH

TRUST BUT VERIFY

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