Jason SilvaCRD 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.
Lansdowne Wealth Management, LLC
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
|Cco Investment Services||Providence, RI||Jun 2012 - Current||5|
|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|
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
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