Jessica Morrow (CRD# 6250525) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 8 years of experience in the finance industry.
CRD# 1272342
Lpl Financial LLC
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Bank | Wyomissing, PA | Sep 2018 - Current | 5 |
| Citizens Securities Inc. | Wyomissing, PA | Sep 2018 - Current | 5 |
| Citizens Securities Inc. | Wyomissing, PA | Dec 2017 - Sep 2018 | < 1 |
| Citizens Bank | Wyomissing, PA | Dec 2017 - Sep 2018 | < 1 |
| Citizens Bank | Reading, PA | Sep 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- PA
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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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