Jason Silva, financial advisor Westerly RI
90 score

Jason Silva

CRD Number: 6096421
Current Firm: Citizens Securities, Inc.

Jason Silva (CRD# 6096421) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westerly, RI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investment Services Providence, RI Jun 2012 - Current 4
Bank Newport Wakefield, RI Nov 2011 - Jun 2012 < 1
Citizens Bank Barrington, RI Jul 2009 - Nov 2011 2
Bank Of America East Providence, RI May 2004 - Jul 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Jason A. Silva
Phone Number: 1-800-942-8300
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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