Jo Ann DesmarteauCRD Number: 1141741
Current Firm: Citizens Securities, Inc.
Jo Ann Desmarteau (CRD# 1141741) is an Investment Advisor Representative working at Citizens Securities, Inc. in Broadview Heights, OH and has over 33 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Liberty Partners Capital Management, LLC
|Citizens Securities, Inc.||Broadview Hts, OH||Aug 2015 - Current||2|
|Unemployed||Independence, OH||Jun 2015 - Aug 2015||< 1|
|J.p. Morgan Securities LLC||Seven Hills, OH||Oct 2012 - Jun 2015||2|
|Chase Investment Services Corp||Independence, OH||Apr 2006 - Oct 2012||6|
|Financial Planning Association||Independence, OH||Jan 2004 - Dec 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1984|
|S66||NASAA Uniform Combined State Law Examination||May 2017|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management3,586MILLIONS
Total Number of Accounts26,251ACCOUNTS
Average Account Value$136,605
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV