John Edwin Davidson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → Present
  Citibank Na
  New York, NY
• 10/2019 → 06/2021
  Citibank Na
  Jersey City, NJ
• 10/2017 → 10/2019
  Citibank Na
  New Castle, DE
• 08/2016 → 10/2017
  Bigfish Restaurant
  Wilmington, DE
• 09/2011 → 05/2017
  University Of Delaware
  Newark, DE

Exams

• S66 Uniform Combined State Law Examination
  2023-08-21
• S63 Uniform Securities Agent State Law Examination
  2021-12-04

Other Names

• John Edwin Davidson Iii