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Rodger Jordan

Citizens Securities, INC.
7 Years of Experience
Pittsburgh, PA
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Rodger Jordan is a registered investment advisor at Citizens Securities, INC., based in Pittsburgh, PA, with 7 years of industry experience. Rodger 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

444 Liberty Avenue, 19th Floor, Pittsburgh, PA, 15222

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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.
Financial
December 2019
Final
Financial
February 2019
Final
Financial
December 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Rodger works as an independent preacher/minister. His compensation is between $500 and $1000 per month.

Employment History
Current Registrations
Citizens Securities, INC.Broker
May 2023 - Present · 3 yrs 5 mos
Citizens Securities, INC.
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Transamerica Financial Advisors, INC.
March 2022 - April 2023 · 1 yr 1 mo
Transamerica Financial Advisors, INCBroker
March 2022 - April 2023 · 1 yr 1 mo
PNC InvestmentsBroker
April 2020 - June 2021 · 1 yr 2 mos
PNC Investments
April 2020 - June 2021 · 1 yr 2 mos
Ameriprise Financial Services, INC.
August 2019 - December 2019 · 4 mos
Ameriprise Financial Services, INC.Broker
January 2019 - December 2019 · 11 mos
Transamerica Financial Advisors, INCBroker
June 2018 - January 2019 · 7 mos
W&s Brokerage Services, INC.Broker
December 2016 - June 2017 · 6 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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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