Jarvis D. Hall
CITIZENS SECURITIES | Financial Consultant
Massillon, OH 44646
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CRD#: 6081847
Professional summary
Jarvis David Hall, who also goes by Jarvis D Hall, Jarvis David Hall, Jarvis Hall, is a registered financial advisor currently at CITIZENS SECURITIES, INC. located in Massillon, Ohio.
Jarvis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jarvis has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Financial Consultant I enjoy working together with my clients to help alleviate stress, increase probability of success with their financial plan, and educate them around our tools, resources and planning strategies. Forming strong relationships with my clients and their families allows us to have a open comfortable dialogue around what's important to them, be clear on strengths, weaknesses, opportunities and threats we may see, and ultimately maintain a deep level of trust.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jarvis D Hall | Jarvis David Hall | Jarvis Hall
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.
She Elevates- Board Member Non-Profit Date of Initial Involvement: 09/09/2024 Approximate amount of time/month: 1.5 hours Stark County Hunger Task Force- Board of Directors Non-Profit Date of Initial Involvement:10/01/2023 Approximate amount of time/month: 1 hour
CRS (Client Relationship Summary) - RIA
Click below to view Jarvis David Hall's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jarvis David Hall'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®
NoneEducation
Rollins College
Master of Business Administration (MBA) - Finance
2012
Embry-Riddle Aeronautical University
Bachelor of Business Administration - Aviation Finance
2002
Experience
Current
October 30, 2025 - Present
CITIZENS SECURITIES, INC.
Office #1: 2200 Wales Avenue Northwest, Massillon, OH 44646RIA
BD
CRD#: 39550
Massillon, OH
Current
October 30, 2025 - Present
CITIZENS SECURITIES, INC.
Office #1: 2200 Wales Avenue Northwest, Massillon, OH 44646RIA
BD
CRD#: 39550
Massillon, OH
Past
March 31, 2025 - July 3, 2025
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WESTLAKE, OH
Past
October 13, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WESTLAKE, OH
Past
September 20, 2022 - July 3, 2025
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
WESTLAKE, OH
Past
March 29, 2021 - June 22, 2022
FISHER INVESTMENTS
RIA
CRD#: 107342
TAMPA, FL
Past
October 24, 2014 - December 18, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Altamonte Springs, FL
Past
October 22, 2014 - January 6, 2021
TD AMERITRADE, INC.
RIA
CRD#: 7870
Winter Park, FL
Past
July 30, 2014 - January 6, 2021
TD AMERITRADE, INC.
BD
CRD#: 7870
Winter Park, 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
Ohio(10/30/2025)
IAR
Ohio(10/30/2025)
Exams
State Security Law 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.
Company Information
CITIZENS SECURITIES, INC.
Financial ConsultantCRD#: 39550Massillon, OH 44646TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
