JT
Jackson D. Tarr
CITIZENS SECURITIES
LOCKPORT, NY 14094
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CRD#: 7545209
JT
Professional summary
Jackson Daniel Tarr, who also goes by Jackson Tarr, is a registered financial advisor currently at CITIZENS SECURITIES, INC. located in Lockport, New York.
Jackson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Jackson has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jackson Tarr
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.
Name: Jackson Tarr - All Inclusive Energy Inv rel: N Add: At Residential Address Nature: Retail Sales Position: Independent Electricity Broker Start date: 10/24/2022 No. HR/MO: 8 No. HR/MO dur trading: 0 Describe duties: Source of passive income. Through conversations with friends, family, and neighbors, will sell customers electric plan contracts and/or solar equipment for their homes.
CRS (Client Relationship Summary) - RIA
Click below to view Jackson Daniel Tarr's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jackson Daniel Tarr'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
May 30, 2023 - Present
CITIZENS SECURITIES, INC.
Office #1: 5793 South Transit Road Ms: Nyr165, Lockport, NY 14094Office #2: 6 Fountain Plaza Ms: Nyr145, Buffalo, NY 14202Office #3: 20 Main Street Ms: Nyr163, Tonawanda, NY 14150Office #4: 8298 Niagara Falls Blvd Ms: Nyr161, Niagara Falls, NY 14304Office #5: 2140 Grand Island Blvd Ms: Nyr179, Grand Island, NY 14072Office #6: 1000 Portage Rd Ms: Nyr178, Niagara Falls, NY 14301RIA
BD
CRD#: 39550
LOCKPORT, NY
Current
May 30, 2023 - Present
CITIZENS SECURITIES, INC.
Office #1: 5793 South Transit Road Ms: Nyr165, Lockport, NY 14094Office #2: 6 Fountain Plaza Ms: Nyr145, Buffalo, NY 14202Office #3: 20 Main Street Ms: Nyr163, Tonawanda, NY 14150Office #4: 8298 Niagara Falls Blvd Ms: Nyr161, Niagara Falls, NY 14304Office #5: 2140 Grand Island Blvd Ms: Nyr179, Grand Island, NY 14072Office #6: 1000 Portage Rd Ms: Nyr178, Niagara Falls, NY 14301RIA
BD
CRD#: 39550
LOCKPORT, NY
Past
August 23, 2022 - May 24, 2023
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
HOUSTON, TX
Past
May 28, 2022 - May 24, 2023
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
HOUSTON, TX
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
California(9/15/2025)
IAR
California(9/15/2025)
RR
Florida(6/11/2025)
IAR
Florida(6/12/2025)
RR
New York(5/30/2023)
IAR
New York(5/30/2023)
RR
South Carolina(7/2/2025)
IAR
South Carolina(7/8/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/27/2022
General Securities Representative ExaminationGeneral 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.
CRD#: 39550Lockport, NY 14094TRUST BUT VERIFY
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