Jared HennigerCRD Number: 5431266
Current Firm: Citizens Securities, Inc.
Jared Henniger (CRD# 5431266) is an Investment Advisor Representative working at Citizens Securities, Inc. in Canton, MA and has over 8 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Cco Investment Services||Norwood, MA||Sep 2014 - Current||2|
|Citizens Bank||No Quincy, MA||Jan 2010 - Current||6|
|Cco Investment Services Corp.||No Quincy, MA||Jan 2010 - Sep 2014||4|
|Citizens Bank||Braintree, MA||Mar 2009 - Jan 2010||< 1|
|Bank Of America, N.a.||Waltham, MA||Nov 2008 - Mar 2009||< 1|
|Banc Of America Investment Services, Inc.||Waltham, MA||Nov 2008 - Mar 2009||< 1|
|Wachovia Securities, LLC||West Palm Beach, FL||Nov 2007 - Nov 2008||1|
|Wachovia Bank, N.a.||West Palm Beach, FL||Nov 2007 - Nov 2008||1|
|South Shore Financial Services Dba Bancplus Home Mortgage Center||Wellington, FL||Feb 2005 - Nov 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.