Best Investors Account Sign in
Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-03-23
  • FL RA
    APPROVED
    Since 2022-03-23

Branch Locations

Citi Wealth Management, Nic 14000 Citi Cards Way, Bdg C2, Jacksonville, FL 32258 • United States

Orange Park, FL • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 12/2012 04/2019
Bank Of America, N.A. Jacksonville FL 06/2016 04/2019
Randy Taylor Consulting Jacksonville FL 04/2019 08/2020
Adt Security Jacksonville FL 08/2020 11/2020
Fidelity Investments Jacksonville FL 12/2020 06/2021
Door Dash Orange Park FL 06/2021 Present
Citigroup Jacksonville FL 02/2022 Present
  • 12/2012 → 04/2019
    Jacksonville, FL
  • 06/2016 → 04/2019
    Bank Of America, N.A.
    Jacksonville, FL
  • 04/2019 → 08/2020
    Randy Taylor Consulting
    Jacksonville, FL
  • 08/2020 → 11/2020
    Adt Security
    Jacksonville, FL
  • 12/2020 → 06/2021
    Fidelity Investments
    Jacksonville, FL
  • 06/2021 → Present
    Door Dash
    Orange Park, FL
  • 02/2022 → Present
    Citigroup
    Jacksonville, FL
Previous Registrations
Other Businesses

Name of Business: Door Dash // Investment Related: No // Address: 116 New Montgomery St, San Francisco, CA 94105 // Nature of Business: Food and Grocery Delivery // Position and Title: Delivery Driver // Start Date: 6/4/2021. Devoted Hours during month: 0 to 40 hours/Month // Devoted Hours during security trading hours: 0 Hours // Description of duties: Doordash is a phone app that I can log into when I am free and make extra cash by delivering food from vendors participating in door dash delivery services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-16
  • S66 Uniform Combined State Law Examination
    2016-08-16
Other Names
  • Jason Matthew Kozoloski
  • Jason M Kozoloski
  • Jason Kozoloski

View on SEC IAPD

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor