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Jo Desmarteau-Trusnik

Citizens Securities, INC.
42 Years of Experience
Broadview Heights, OH
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Jo Desmarteau-Trusnik is a registered investment advisor at Citizens Securities, INC., based in Broadview Heights, OH, with 42 years of industry experience. Jo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B in assets under management.

Citizens Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
787 advisors
Number of Clients
60,545 clients
Average Client Portfolio
$213K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.25%
$500K - $1.0M1.13%
$1.0M - $2.0M1.08%
$2.0M - $5.0M1.03%
$5M+0.98%

Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9243 Broadview Road, Ms: Ohb554, Broadview Heights, OH, 44147

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
August 2026
Customer Dispute
August 2011
Denied
Customer Dispute
March 2009
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Citizens Securities, INC.
May 2017 - Present · 9 yrs 5 mos
Citizens Securities, INC.Broker
September 2015 - Present · 11 yrs 1 mo
Previous Registrations
Citizens Securities, INC.
September 2015 - April 2017 · 1 yr 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - July 2015 · 2 yrs 9 mos
J.P. Morgan Securities LLC
October 2012 - July 2015 · 2 yrs 9 mos
Chase Investment Services CORP.Broker
April 2006 - October 2012 · 6 yrs 6 mos
Chase Investment Services CORP.
April 2006 - October 2012 · 6 yrs 6 mos
Raymond James Financial Services
August 2001 - April 2006 · 4 yrs 8 mos
Raymond James Financial Services, INC.Broker
August 2001 - April 2006 · 4 yrs 8 mos
Financial Network Investment CorporationBroker
July 1999 - August 2001 · 2 yrs 1 mo
Copeland Equities, INC.Broker
August 1988 - June 1999 · 10 yrs 10 mos
Manequity, INC.Broker
January 1988 - October 1988 · 9 mos
Wrp Investments, INC.Broker
January 1987 - January 1988 · 1 yr
Dean Witter Reynolds INC.Broker
March 1984 - August 1986 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1983 - December 1983 · 4 mos
State Registrations7 states
FLGAILMAOHPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Jo Desmarteau-Trusnik - Financial Advisor | TrueAdvisor