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Richard Jerelds

Citigroup Global Markets Inc.

O'FAllon, MO

Saint Louis, MO

Jacksonville, FL

CRD 6065454

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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
TX RA APPROVED_RES 2025-05-28
MO RA APPROVED 2022-04-18
  • TX RA
    APPROVED_RES
    Since 2025-05-28
  • MO RA
    APPROVED
    Since 2022-04-18

Branch Locations

Citi Wealth Management, Service/Operations 1000 Technology Drive, 3Rd Fl, O'FAllon, MO 63368 • United States

Saint Louis, MO • United States

Citi Wealth Management, Nic 14000 Citi Cards Way, Building C2, Jacksonville, FL 32258 • 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
Stifel Nicolaus & Company, Inc. Saint Louis MO 05/2012 12/2016
Scottrade, Inc. Manchester MO 03/2017 01/2018
Td Ameritrade, Inc. St Louis MO 02/2018 10/2021
Citigroup O'FAllon MO 10/2021 Present
  • 05/2012 → 12/2016
    Stifel Nicolaus & Company, Inc.
    Saint Louis, MO
  • 03/2017 → 01/2018
    Scottrade, Inc.
    Manchester, MO
  • 02/2018 → 10/2021
    Td Ameritrade, Inc.
    St Louis, MO
  • 10/2021 → Present
    Citigroup
    O'FAllon, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-15
  • S66 Uniform Combined State Law Examination
    2022-04-15
Other Names
  • Richard D Jerelds

View on SEC IAPD

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