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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

Jeanmarie Macari LaBonte

Advisor at CITIZENS PRIVATE WEALTH

TARRYTOWN, NY | Menlo Park, CA | SYRACUSE, NY

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Search this name across graphsid dfx:ria:4bbe592f-b228-ff1f-8b35-395442a1baf8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CITIZENS PRIVATE WEALTH
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 15, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 5
Exams: S66|S65|S63
First exam: Jan 15, 1996
First registration: Feb 13, 2001
Dual registered: yes, broker-dealer
Other names: JEANMARIE ELIZABETH MACARI|JEANMARIE MACARI
IAPD individual key: 2439998

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CITIZENS PRIVATE WEALTH	Bd affiliated wealth	May 14, 2026	n/a	yes	Menlo Park, CA\|TARRYTOWN, NY	Current employment
CITIZENS SECURITIES, INC.	Bd affiliated wealth	May 13, 2026	n/a	yes	Menlo Park, CA\|SYRACUSE, NY	Current employment
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Former SEC adviser	Nov 16, 2015	Jun 16, 2023	no	SAN FRANCISCO, CA	Previous registration
COMERICA SECURITIES	Former SEC adviser	Nov 6, 2012	Nov 4, 2015	no	PALO ALTO, CA\|SAN FRANCISCO, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Feb 13, 2001	Nov 7, 2007	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA\|SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	CITIZENS SECURITIES, INC.	Jun 16, 2023	May 13, 2026	1,062	Firm change after gap	Ibd to ibd
COMERICA SECURITIES	J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Nov 4, 2015	Nov 16, 2015	12	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	COMERICA SECURITIES	Nov 7, 2007	Nov 6, 2012	1,826	Firm change after gap	Other

Relationships

Registered with (5)

→ CITIZENS PRIVATE WEALTHRegistered adviserregistration: current employment
May 14, 2026 to presentfactForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: current employment
May 13, 2026 to presentfactForm ADV
→ J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Nov 16, 2015 to Jun 16, 2023factForm ADV
→ COMERICA SECURITIESRegistered adviserregistration: previous registration
Nov 6, 2012 to Nov 4, 2015factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Feb 13, 2001 to Nov 7, 2007factForm ADV

Dated events

Occurred
Jun 16, 2023
Advisor changed firm
Jeanmarie Macari Labonte left J.P. Morgan Private Wealth Advisors Llc for Citizens Securities, Inc. (registered 2026-05-13)
Form ADVobserved 6 days ago