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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

Jack Keleshian

Advisor at CITIZENS PRIVATE WEALTH

WESTWOOD, MA | Westwood, MA

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Search this name across graphsid dfx:ria:cc77849d-6930-c504-a606-4b72cf11e5ab

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 15, 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: Jul 8, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 3
Exams: S65|S63
First exam: Jul 8, 1993
First registration: May 15, 2001
Dual registered: yes, broker-dealer
Other names: JACK HAROLD KELESHIAN
IAPD individual key: 2364159

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	Jan 3, 2020	n/a	yes	Westwood, MA	Current employment
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Dec 15, 2017	n/a	yes	WESTWOOD, MA	Current employment
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Feb 17, 2010	Nov 30, 2017	no	PASADENA, CA\|PASADENA, CA\|LOS ANGELES, CA\|BEVERLY HILLS, CA\|LOS ANGELES, CA\|LOS ANGELES, CA\|PASADENA, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 10, 2009	Oct 16, 2009	no	Los Angeles, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	May 15, 2001	Aug 26, 2009	no	PASADENA, CA\|PASADENA, 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
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	CITIZENS SECURITIES, INC.	Nov 30, 2017	Dec 15, 2017	15	Firm change	Other
J.P. MORGAN SECURITIES LLC	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Oct 16, 2009	Feb 17, 2010	124	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	J.P. MORGAN SECURITIES LLC	Aug 26, 2009	Sep 10, 2009	15	Firm change	Other

Relationships

Registered with (5)

→ CITIZENS PRIVATE WEALTHRegistered adviserregistration: current employment
Jan 3, 2020 to presentfactForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: current employment
Dec 15, 2017 to presentfactForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Feb 17, 2010 to Nov 30, 2017factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Sep 10, 2009 to Oct 16, 2009factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
May 15, 2001 to Aug 26, 2009factForm ADV

Dated events

No dated event names this entity yet.