TrueAdvisor
TrueAdvisor
JW
CFP · ChFC
JW
CFP · ChFC

Jeffrey Withington

Citizens Securities, INC.
34 Years of Experience
Nashua, NH
1 DisclosureBroker
View SEC Summary
View SEC Summary

Jeffrey Withington is a CFP, ChFC-designated registered investment advisor at Citizens Securities, INC., based in Nashua, NH, with 34 years of industry experience. Jeffrey 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

238 Main Street, Ms: Nh481, Nashua, NH, 03060

Get directions

History

Regulatory History (1)
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.
Customer Dispute
May 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey is a partner in Saucier LLC, overseeing family property in Jamestown, RI, with his siblings. He dedicates minimal time to this activity.

Employment History
Current Registrations
Citizens Securities, INC.Broker
June 2023 - Present · 3 yrs 4 mos
Citizens Securities, INC.
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Advice and Planning Services
April 2013 - May 2023 · 10 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
February 2013 - May 2023 · 10 yrs 3 mos
The Leaders Group, INC.Broker
January 2010 - February 2013 · 3 yrs 1 mo
P.J. Robb Variable CorporationBroker
June 2007 - January 2010 · 2 yrs 7 mos
Cco Investment Services CORP.
November 1998 - June 2007 · 8 yrs 7 mos
Cco Investment Services CORP.Broker
June 1996 - June 2007 · 11 yrs
Citizens Investment Securities, INC.Broker
May 1996 - June 1996 · 1 mo
Gna Securities, INC.Broker
November 1995 - June 1996 · 7 mos
American Express Financial Advisors INC.Broker
August 1992 - November 1995 · 3 yrs 3 mos
Ids Life Insurance CompanyBroker
August 1992 - November 1995 · 3 yrs 3 mos
John Hancock Mutual Life Insurance CompanyBroker
May 1992 - August 1992 · 3 mos
John Hancock Distributors, INC.Broker
May 1992 - August 1992 · 3 mos
State Registrations2 states
MANH
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.
More Advisors
More financial advisors in Nashua, NH →All financial advisors in New Hampshire →