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Jason D Rubinstein

Citigroup Global Markets Inc.

Bayshore, NY

Port Jefferson, NY

CRD 6638206

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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
NY RA APPROVED 2022-10-26
  • NY RA
    APPROVED
    Since 2022-10-26

Branch Locations

Cwm Retail, Sales 77 East Main Street, Bayshore, NY 11706 • United States

Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • 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
Jp Morgan Securities Llc Center Moriches NY 04/2016 05/2021
Jpmorgan Chase Bank Center Moriches NY 04/2016 05/2021
Ameriprise Financial Services Llc Melville NY 05/2021 11/2021
Citibank No. Babylon NY 02/2022 Present
  • 04/2016 → 05/2021
    Jp Morgan Securities Llc
    Center Moriches, NY
  • 04/2016 → 05/2021
    Jpmorgan Chase Bank
    Center Moriches, NY
  • 05/2021 → 11/2021
    Ameriprise Financial Services Llc
    Melville, NY
  • 02/2022 → Present
    Citibank
    No. Babylon, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-11
S63 Uniform Securities Agent State Law Examination 2016-05-27
  • S65 Uniform Investment Adviser Law Examination
    2021-09-11
  • S63 Uniform Securities Agent State Law Examination
    2016-05-27
Other Names
  • Jason D Rubinstein
  • Jason Rubinstein
  • Jason Darren Rubinstein
  • Jason D. Rubinstein

View on SEC IAPD

Nearby Firms

CITIZENS SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
RICHARD L. EISNER, C.P.A., P.C.

Nearby Investors

GREGG MARSDEN
PATRICIA M DOUGLAS
Nino J Colletti

Nearby Offices

CITIZENS SECURITIES, INC. · COMMACK, NY
J.P. MORGAN SECURITIES LLC · Commack, NY
RICHARD L. EISNER, C.P.A., P.C. · COMMACK, NY

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