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Jeanmarie Labonte

Citizens Private Wealth
26 Years of Experience
Syracuse, NY
1 DisclosureBroker
View SEC Summary
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Jeanmarie Labonte is a registered investment advisor at Citizens Private Wealth, based in Syracuse, NY, with 26 years of industry experience. Jeanmarie 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

One Lincoln Center, 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY, 13202

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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.
Employment Separation After Allegations
August 2011
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Citizens Private Wealth
May 2026 - Present · 5 mos
Citizens Securities, INC.
May 2026 - Present · 5 mos
Citizens Securities, INC.Broker
November 2025 - Present · 11 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
August 2023 - August 2025 · 2 yrs
First Republic Securities Company, LLCBroker
November 2015 - June 2023 · 7 yrs 7 mos
First Republic Investment Management, INC.
November 2015 - June 2023 · 7 yrs 7 mos
Comerica Securities
November 2012 - November 2015 · 3 yrs
Comerica SecuritiesBroker
June 2012 - November 2015 · 3 yrs 5 mos
U.S. Bancorp Investments, INC.Broker
December 2010 - September 2011 · 9 mos
Alliancebernstein Investments, INC.Broker
November 2007 - December 2008 · 1 yr 1 mo
Wells Fargo Investments, LLCBroker
May 2001 - November 2007 · 6 yrs 6 mos
Wells Fargo Investments, LLC
February 2001 - November 2007 · 6 yrs 9 mos
Wells Fargo Securities INC.Broker
January 2001 - May 2001 · 4 mos
Prudential Investment Management Services LLCBroker
January 1998 - June 2000 · 2 yrs 5 mos
Oppenheimer & CO., INC.Broker
December 1995 - March 1997 · 1 yr 3 mos
State Registrations5 states
CAFLNVNYPA
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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