Jeffrey KingCRD 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.
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
The Cerato Group LLC
|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|
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
Total Assets Under Management5,342MILLIONS
Total Number of Accounts35,056ACCOUNTS
Average Account Value$152,373
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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