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Jack Keleshian

Citizens Private Wealth
31 Years of Experience
Westwood, MA
3 DisclosuresBroker
View SEC Summary
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Jack Keleshian is a registered investment advisor at Citizens Private Wealth, based in Westwood, MA, with 31 years of industry experience. Jack is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,567 clients with $17B in assets under management.

Citizens Private Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
93 advisors
Number of Clients
2,567 clients
Average Client Portfolio
$6.5M average
Assets Under Management
$16.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10.0M - $25.0M0.85%
$25.0M - $50.0M0.70%
$50M+0.55%

Fees may be reduced or waived based on account size, complexity, and family relationships. Legacy clients may be subject to separate wrap fees or fixed-income-only schedules.

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

Location

200 Station Drive, Westwood, MA, 02090

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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.
Customer Dispute
July 2010
Settled
Customer Dispute
September 2008
Settled
Customer Dispute
February 2006
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Citizens Private Wealth
January 2020 - Present · 6 yrs 9 mos
Citizens Securities, INC.
December 2017 - Present · 8 yrs 10 mos
Citizens Securities, INC.Broker
December 2017 - Present · 8 yrs 10 mos
Previous Registrations
Bancwest Investment Services, INC.Broker
February 2010 - November 2017 · 7 yrs 9 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
February 2010 - November 2017 · 7 yrs 9 mos
J.p.morgan Securities INC.
September 2009 - October 2009 · 1 mo
J.P. Morgan Securities INC.Broker
September 2009 - October 2009 · 1 mo
Wells Fargo Investments, LLC
May 2001 - August 2009 · 8 yrs 3 mos
Wells Fargo Investments, LLCBroker
May 2001 - August 2009 · 8 yrs 3 mos
Wells Fargo Securities INC.Broker
November 1996 - May 2001 · 4 yrs 6 mos
Great Western Financial Securities CorporationBroker
September 1994 - May 1995 · 8 mos
Invest Financial CorporationBroker
June 1993 - September 1994 · 1 yr 3 mos
State Registrations3 states
MANHRI
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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