Unclaimed Profile

Jason Cleveland Bugg

CITIZENS SECURITIES, INC.·DEDHAM, Massachusetts

SIE, Series 7, Series 24, Series 63, Series 66Clean record14 years registeredCITIZENS SECURITIES, INC.

770 LEGACY PLACE, DEDHAM, MA 02026CRD# 4381290Firm CRD# 39550

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Cleveland Bugg · DEDHAM, MA

Registration

CRD #4381290 · CITIZENS SECURITIES, INC. · 14 years registered

Brand Profile

Not yet started

Career History

SANTANDER SECURITIES

Dec 2016 – present

SANTANDER SECURITIES LLC

Dec 2016 – present

CITIZENS SECURITIES, INC.

May 2014 – Dec 2016

CANTON, MA

SIGNATOR INVESTORS, INC.

May 2012 – Mar 2013

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · May 23, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CITIZENS SECURITIES, INC.

CRD 39550 · SEC 801-61902

AUM

$7.3B

Regulatory assets under management

Employees

613

47,222 client accounts

Services offered by CITIZENS SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CITIZENS SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Jason Cleveland Bugg offer?

Jason Cleveland Bugg specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DEDHAM, Massachusetts for a consultation.

What are Jason Cleveland Bugg's credentials?

Jason Cleveland Bugg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Cleveland Bugg located?

Jason Cleveland Bugg is based in DEDHAM, Massachusetts, working with CITIZENS SECURITIES, INC.. Their office serves clients in the DEDHAM metropolitan area and surrounding communities.

How does Jason Cleveland Bugg charge for services?

Jason Cleveland Bugg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CITIZENS SECURITIES, INC.?

CITIZENS SECURITIES, INC. has approximately 613 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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