Best Investors Account Sign in

Jason D Rubinstein

Citigroup Global Markets Inc.

Bayshore, NY

Port Jefferson, NY

Claim This Profile
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

Other Firms

CITIZENS SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
RICHARD L. EISNER, C.P.A., P.C.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALAN M. ROSEMAN CPA LLC
LPL ENTERPRISE, LLC

Other Investors

GREGG MARSDEN
PATRICIA M DOUGLAS
Nino J Colletti
PAUL JOSEPH LAFOUNTAIN
Xiomara Melissa Avecillas
Erik Francisco Vasquez
Joseph Salehi
Joseph K Lopresti

Other Offices

CITIZENS SECURITIES, INC. · COMMACK, NY
J.P. MORGAN SECURITIES LLC · Commack, NY
RICHARD L. EISNER, C.P.A., P.C. · COMMACK, NY
RICHARD L. EISNER, C.P.A., P.C. · COMMACK, NY
LPL FINANCIAL LLC · COMMACK, NY
CETERA INVESTMENT ADVISERS LLC · COMMACK, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Commack, NY
ALAN M. ROSEMAN CPA LLC · COMMACK, NY

More in Bayshore, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor