Robert Jean, financial advisor Hampton NH

Robert Jean

CRD Number: 2025893
Current Firm: Citizens Securities, Inc.

Robert Jean (CRD# 2025893) is an Investment Advisor Representative working at Citizens Securities, Inc. in Hampton, NH and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Westwood, MA Oct 2022 - Current 1
Citizens Bank, N/a Hampton, NH Oct 2022 - Current 1
Citizens Securities, Inc. Westwood, MA Jul 2021 - Oct 2022 1
Citizens Bank, N.a Hampton, NH Jul 2021 - Oct 2022 1
Citizens Bank Windham, NH Sep 2020 - Jul 2021 < 1
Citizens Securities, Inc. Canton, MA Feb 2020 - Jul 2021 1
Citizens Bank Nashua, NH Feb 2020 - Sep 2020 < 1
Cco Investment Services Corp Manchester, NH Jun 2010 - Feb 2020 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1990
S65 NASAA Investment Advisors Law Examination Jan 2006
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert E. Jean
Phone Number: 1-800-942-8300
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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, WY

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