Jeffrey King, financial advisor Woburn MA

Jeffrey King

CRD Number: 4992248
Current Firm: Citizens Investment Services

Jeffrey King (CRD# 4992248) is an Investment Advisor Representative working at Citizens Investment Services in Woburn, MA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Arlington, MA Sep 2019 - Current 1
The Prudential Insurance Company Of America Needham, MA Jun 2018 - Sep 2019 1
Pruco Securities, LLC Needham, MA Jun 2018 - Sep 2019 1
Ameriprise Financial Services, Inc. Westborough, MA Jun 2016 - May 2018 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jun 2016 1
Morgan Stanley Smith Barney Waltham, MA Jun 2009 - Jun 2016 7
Citigroup Global Markets Inc. Waltham, MA Sep 2008 - Jun 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2005
S65 NASAA Investment Advisors Law Examination Nov 2019
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey S. King
Phone Number: 1-800-942-8300
Registered State(s):
  • CA
  • FL
  • GA
  • NJ
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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