Jason Christopoulos (CRD# 6392524) is an Investment Advisor Representative working at Citizens Securities, Inc. in Canton, MI and has over 9 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc. | Canton, MI | Jun 2021 - Current | 2 |
| Jp Morgan Chase Bank | Livonia, MI | Nov 2016 - Jun 2021 | 4 |
| Jp Morgan Securities LLC | Livonia, MI | Nov 2016 - Jun 2021 | 4 |
| Fifth Third Securities | Canton, MI | Jan 2016 - Nov 2016 | < 1 |
| Fifth Third Bank | Canton, MI | Jun 2015 - Nov 2016 | 1 |
| Jpmorgan Securities LLC | Wayne, MI | Aug 2014 - May 2015 | < 1 |
| Jpmorgan Chase Bank | Wayne, MI | Feb 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- FL
- MI
- OH
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, WY
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