Jonathan Michael Sears
Investment Adviser Representative at Citizens Securities, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Michael Sears is an investment adviser representative with Citizens Securities, Inc. in Medford, MA, where they have been registered since 2026. They have worked in the securities industry since 2025. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida, Maine, New Hampshire, and Virginia.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Maine, New Hampshire, Virginia
- Broker:
5 states and territories
Florida, Maine, Massachusetts, New Hampshire, Virginia
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.
- Citizens Securities, Inc.Aug 2025 – Sep 2026Medford, MA
- Aciron Consulting Inc.Jun 2022 – Aug 2025Cambridge, MA
- Bentley UniversitySep 2018 – May 2022Waltham, MA
- Wilmington High SchoolSep 2014 – May 2018Wilmington, MA
- Tremezzo RistoranteAug 2016 – Aug 2018Wilmington, MA
- Ameriprise Financial Services, LLCSep 2026 – no end date reportedMedford, MA
Official records & sources
Data as of August 10, 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
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Michael Sears 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.
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