Jason Orzechowski

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → Present
  Citigroup
  Miami, FL

Other Businesses

eBay; Not Investment-related; Nature: Family member(s) selling personal items/ collectibles on eBay; Vero Beach, FL; Started: 01/01/2022; Title: No Title; Duties: My 15 yr-old son's income from selling sports collectibles on eBay may roll up into my taxes at this moment, so I wanted to make Citi aware of any non-Citi income that may be classified under my name. We plan to incorporate it into a formal business via LLC. At that time, I will make you aware of any affiliations I may need to assume (i.e., proprietor, partner, officer, director, employee, trustee, agent or otherwise).; 0 hours are devoted each month during securities trading hours; 0 hours are devoted each month outside of securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-30

Other Names

• Jason Christopher Orzechowski