Best Investors Account Sign in

Jeanne H Sun

Citigroup Global Markets Inc.

Los Angeles, CA

New York, NY

New York, NY

New York, NY

Claim This Profile
Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-06-03
  • NY RA
    APPROVED
    Since 2025-06-03

Branch Locations

Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States

Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • United States

New York, NY • United States

New York, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Securities Llc New York NY 10/2001 12/2023
Jpmorgan Chase Bank Na New York NY 11/2016 12/2023
Unemployed New York NY 12/2023 12/2024
Alvarez And Marsal New York NY 12/2024 05/2025
Citigroup New York NY 05/2025 Present
  • 10/2001 → 12/2023
    Jpmorgan Securities Llc
    New York, NY
  • 11/2016 → 12/2023
    Jpmorgan Chase Bank Na
    New York, NY
  • 12/2023 → 12/2024
    Unemployed
    New York, NY
  • 12/2024 → 05/2025
    Alvarez And Marsal
    New York, NY
  • 05/2025 → Present
    Citigroup
    New York, NY
Previous Registrations
  • 2023-01-25 → 2023-12-10
    J.P. Morgan Securities Llc
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    Mineola, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-20
S63 Uniform Securities Agent State Law Examination 2004-07-17
  • S66 Uniform Combined State Law Examination
    2023-01-20
  • S63 Uniform Securities Agent State Law Examination
    2004-07-17
Other Names
  • Jeanne Hsin Sun
  • Jeanne H Sun

View on SEC IAPD

Other Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

More in Los Angeles, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor