Jeffrey Witte, financial advisor Bala Cynwyd PA
93 score

Jeffrey Witte

CRD Number: 3143359
Current Firm: Citizens Securities, Inc.

Jeffrey Witte (CRD# 3143359) is an Investment Advisor Representative working at Citizens Securities, Inc. in Bala Cynwyd, PA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Plymouth Meeting, PA Feb 2017 - Current 1
Citizens Securities, Inc. Plymouth Meeting, PA Jul 2007 - Feb 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Jeffrey M. Witte
Phone Number: 1-800-942-8300
Registered State(s):
  • DE
  • PA
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    3,586
    MILLIONS
  • Total Number of Accounts
    26,251
    ACCOUNTS
  • Average Account Value
    $136,605
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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