JG
Jacqueline A. Gilbert
CITIZENS SECURITIES
West Palm Beach, FL 33401
Some features on this profile are disabled
CRD#: 5854379
JG
Professional summary
Jacqueline Alberte Gilbert, who also goes by Jacqueline Assadourian, Jacqueline Garcia, Jacqueline A Gilbert, Jacqueline Gilbert, is a registered financial advisor currently at CITIZENS SECURITIES, INC. located in West Palm Beach, Florida.
Jacqueline is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jacqueline has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jacqueline Assadourian | Jacqueline Garcia | Jacqueline A Gilbert | Jacqueline Gilbert
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jacqueline Alberte Gilbert's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jacqueline Alberte Gilbert'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
April 17, 2026 - Present
CITIZENS SECURITIES, INC.
Office #1: 190 Lakeview Ave, West Palm Beach, FL 33401RIA
BD
CRD#: 39550
West Palm Beach, FL
Current
April 15, 2026 - Present
CITIZENS SECURITIES, INC.
Office #1: 6 Russell Street Ms: Ma606, Woburn, MA 01801RIA
BD
CRD#: 39550
Woburn, MA
Past
October 7, 2025 - April 8, 2026
VALLEY WEALTH MANAGERS, INC.
RIA
CRD#: 108879
Fort Lauderdale, FL
Past
September 18, 2025 - April 8, 2026
VALLEY FINANCIAL MANAGEMENT, INC.
BD
CRD#: 105387
Fort Laudardale, FL
Past
July 17, 2025 - September 10, 2025
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
MIAMI, FL
Past
July 8, 2025 - September 10, 2025
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
MIAMI, FL
Past
November 8, 2023 - May 6, 2025
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Ft. Lauderdale, FL
Past
November 7, 2023 - May 6, 2025
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Ft. Lauderdale, FL
Past
February 4, 2019 - August 21, 2023
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
FORT LAUDERDALE, FL
Past
December 6, 2018 - August 21, 2023
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
FORT LAUDERDALE, FL
Past
October 27, 2010 - July 18, 2011
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
PALM BEACH GARDENS, FL
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
Florida(4/15/2026)
IAR
Florida(4/17/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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.
