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Jeffrey Kenney Hanna

Investment Adviser Representative at Citizens Securities, Inc.

Providence, RICRD #4393497Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeffrey Kenney Hanna is an investment adviser representative in Providence, RI, currently registered with Citizens Private Wealth and Citizens Securities, Inc. They have worked in the securities industry since 2015. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in California, Connecticut, Florida, Maryland, New York, Pennsylvania, Rhode Island, and South Carolina.

Office

One Citizens Plaza
Providence, RI 02903

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Connecticut, Florida, Maryland, New York, Pennsylvania, Rhode Island, South Carolina
Broker:
9 states and territories

California, Connecticut, Florida, Maryland, Massachusetts, New York, Pennsylvania, Rhode Island, South Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/30/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/27/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Citizens Securities, Inc.Current
12/22/2021 – Providence, RI
Citizens Private WealthCurrent
8/20/2019 – Providence, RI
Citizens Securities, Inc.
1/19/2016 – 1/8/2020Providence, RI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Citizens Securities, Inc
    Aug 2015 – Dec 2019Providence, RI
  2. Citizens Securities, Inc
    Dec 2021 – no end date reportedProvidence, RI
  3. Citizens Private Wealth
    Aug 2019 – no end date reportedProvidence, RI
  4. Citizens Bank
    Dec 2021 – no end date reportedProvidence, RI

Official records & sources

Data as of August 9, 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCorporations

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 profile

Other advisors at Citizens Securities, Inc.

Showing 12 of 772 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Kenney Hanna 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.

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Jeffrey Kenney Hanna (Citizens Securities) - Advisor Profile