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James Jedlicka

Citigroup Global Markets Inc.

Greenwich, CT

Ramapo, NY

Nanuet, NY

Thornwood, NY

New City, NY

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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
NY RA APPROVED 2021-08-17
  • TX RA
    APPROVED_RES
    Since 2025-05-28
  • NY RA
    APPROVED
    Since 2021-08-17

Branch Locations

Citi Wealth Management, Sales 14-18 Railroad Avenue, Greenwich, CT 06830 • United States

Cwm Retail, Sales 250 Route 59, Ramapo, NY 10901 • United States

Nanuet, NY • United States

Cwm Retail, Sales 1022 Broadway, Thornwood, NY 10594 • United States

Cwm Retail, Sales 170 N. Main Street, New City, NY 10956 • 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
Keybank Suffern NY 01/2008 10/2016
Key Investment Services Llc Poughkeepsie NY 11/2012 10/2016
Jp Morgan Chase Bank New City NY 10/2016 12/2016
Jp Morgan Securities Llc New City NY 10/2016 12/2016
Sterling National Bank New City NY 01/2017 12/2017
Lpl Financial, Llc New City NY 02/2017 12/2017
Keybank Nanuet NY 12/2017 Present
Key Investment Services Llc Poughkeepsie NY 01/2018 05/2019
Citigroup Poughkeepsie NY 05/2019 Present
  • 01/2008 → 10/2016
    Keybank
    Suffern, NY
  • 11/2012 → 10/2016
    Key Investment Services Llc
    Poughkeepsie, NY
  • 10/2016 → 12/2016
    Jp Morgan Chase Bank
    New City, NY
  • 10/2016 → 12/2016
    Jp Morgan Securities Llc
    New City, NY
  • 01/2017 → 12/2017
    Sterling National Bank
    New City, NY
  • 02/2017 → 12/2017
    Lpl Financial, Llc
    New City, NY
  • 12/2017 → Present
    Keybank
    Nanuet, NY
  • 01/2018 → 05/2019
    Key Investment Services Llc
    Poughkeepsie, NY
  • 05/2019 → Present
    Citigroup
    Poughkeepsie, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-19
S63 Uniform Securities Agent State Law Examination 2013-03-25
  • S65 Uniform Investment Adviser Law Examination
    2019-06-19
  • S63 Uniform Securities Agent State Law Examination
    2013-03-25
Other Names
  • James Bruce Jedlicka

View on SEC IAPD

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Other Offices

PARSIFAL CAPITAL MANAGEMENT, LP · GREENWICH, CT
MARCH ALTUS CAPITAL MANAGEMENT LP · GREENWICH, CT
BRX GLOBAL · GREENWICH, CT
MORGAN STANLEY · Greenwich, CT
MAIN STREET RESEARCH LLC · Greenwich, CT
ENDEAVOUR CAPITAL ADVISORS INC. · GREENWICH, CT
AXIOM ASSET ADVISORS, LLC · GREENWICH, CT
SEARLE & CO. · GREENWICH, CT

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