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Jacob Benjamin Block

Citigroup Global Markets Inc.

Lafayette, CA

New York, NY

San Francisco, CA

CRD 2777542

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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:

Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-12
  • CA RA
    APPROVED
    Since 2026-01-12

Branch Locations

Lafayette, CA • United States

Citi Wealth Management, Private Bank Sales 388 Greenwich St., Fl 31, New York, NY 10013 • United States

Cwm, Private Bank Sales One Market Plaza, Fl 36, San Francisco, CA 94105 • 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
Deutsche Bank National Trust Co San Francisco CA 09/2016 12/2019
Deutsche Bank Securities Inc. San Francisco CA 09/2016 12/2019
Jbb Capital Partners Lafayette CA 01/2020 12/2020
Redbrick Lmd, Llc Lafayette CA 12/2020 09/2025
Foreside Fund Services, Llc Lafayette CA 06/2021 09/2025
Citigroup San Francisco CA 09/2025 Present
  • 09/2016 → 12/2019
    Deutsche Bank National Trust Co
    San Francisco, CA
  • 09/2016 → 12/2019
    Deutsche Bank Securities Inc.
    San Francisco, CA
  • 01/2020 → 12/2020
    Jbb Capital Partners
    Lafayette, CA
  • 12/2020 → 09/2025
    Redbrick Lmd, Llc
    Lafayette, CA
  • 06/2021 → 09/2025
    Foreside Fund Services, Llc
    Lafayette, CA
  • 09/2025 → Present
    Citigroup
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-12
S63 Uniform Securities Agent State Law Examination 2009-07-01
  • S66 Uniform Combined State Law Examination
    2026-01-12
  • S63 Uniform Securities Agent State Law Examination
    2009-07-01
Other Names
  • Jake Block
  • Jacob Benjamin Block
  • Jacob Block
  • Jacob B Block

View on SEC IAPD

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