Jianhong Zhou

Citigroup Global Markets Inc.

East Elmhurst, NY

CRD 5989383

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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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-17
NJ	RA	APPROVED	2020-12-04

NY RA
APPROVED

Since 2021-08-17
NJ RA
APPROVED

Since 2020-12-04

Branch Locations

Citi Private Bank 153 East 53Rd St., 24Th, 25Th Fls, New York, NY 10022 • United States

East Elmhurst, 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

Organization	City	State	From	To
Citigroup	Ny	NY	10/2011	Present

10/2011 → Present

Citigroup

Ny, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-12-03
S63	Uniform Securities Agent State Law Examination	2012-08-17

S65 Uniform Investment Adviser Law Examination

2020-12-03
S63 Uniform Securities Agent State Law Examination

2012-08-17

Other Names

Kelvin Zhou

View on SEC IAPD

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Nearby Investors

STEVEN MARC MUEHLGAY

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