Jacqueline Alberte Gilbert
Investment Adviser Representative at Citizens Securities, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacqueline Alberte Gilbert is an investment adviser representative with Citizens Securities, Inc. in West Palm Beach, FL, where they have been registered since 2026. They have worked in the securities industry since 2018 and have been registered with 5 firms, including Valley Wealth Managers, Inc. and Principal Securities, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
1 state or territory
Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Truist BankAug 2018 – Oct 2023Ft Lauderdale, FL
- Truist Investment ServicesAug 2018 – Oct 2023Fort Lauderdale, FL
- Henry ScheinSep 2012 – May 2017West Palm Beach, FL
- Bright Smile FinancingMay 2017 – Nov 2017Hallandale, FL
- L.a. FitnessDec 2017 – Jan 2018Port St. Lucie, FL
- Marine BANK AND TrustJan 2018 – Aug 2018Vero Beach, FL
- Jpmorgan Chase BANK NAOct 2023 – May 2025Fort Lauderdale, FL
- Jpmorgan Securities LLCOct 2023 – May 2025Fort Lauderdale, FL
- Principal Life Insurance CompanyJun 2025 – Sep 2025Miami, FL
- Principal Securities, Inc.Jun 2025 – Sep 2025Miami, FL
- Valley National BankSep 2025 – Apr 2026Fort Lauderdale, FL
- Valley Financial Management, IncSep 2025 – Apr 2026Fort Lauderdale, FL
- Valley Wealth Management IncSep 2025 – Apr 2026Fort Lauderdale, FL
- Citizens BankApr 2026 – no end date reportedWest Palm Beach, FL
- Citizens Securities, Inc.Apr 2026 – no end date reportedWest Palm Beach, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Citizens Securities, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $2,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 772
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Johnston, RI
- SEC file number:
- 801-61902
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 3, 2026
View full firm profileOther advisors at Citizens Securities, Inc.
Showing 12 of 772 in the directory
Similar advisors in West Palm Beach, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacqueline Alberte Gilbert has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched