Jeffrey Kilgore, financial advisor East Amherst NY

Jeffrey Kilgore

CRD Number: 6792505
Current Firm: Citizens Investment Services

Jeffrey Kilgore (CRD# 6792505) is an Investment Advisor Representative working at Citizens Investment Services in East Amherst, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. East Amherst, NY May 2018 - Current 2
Citizens Bank East Amherst, NY May 2018 - Current 2
Russel's Steaks And More Williamsville, NY Oct 2017 - May 2018 < 1
Alliance Advisory Group Buffalo, NY Jul 2017 - Oct 2017 < 1
New York Life Williamsville, NY Apr 2017 - Jul 2017 < 1
M&t Bank Williamsville, NY Jun 2016 - Apr 2017 < 1
Keybank Buffalo, NY Jan 2011 - Jun 2016 5
Lancaster High School Lancaster, NY May 2008 - Jan 2011 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2018
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Jeffrey Kilgore
Phone Number: 1-800-942-8300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    5,342
    MILLIONS
  • Total Number of Accounts
    35,056
    ACCOUNTS
  • Average Account Value
    $152,373
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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