Frederick Joseph Johnston

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

• 04/2021 → 02/2022
  Etoro
  Hoboken, NJ
• 05/2019 → 04/2021
  Jpmorgan Chase & Co.
  Los Angeles, CA
• 08/2017 → 05/2018
  North Carolina Central University
  Durham, NC
• 05/2017 → 08/2017
  Gailor, Hunt, Jenkins, Davis, And Taylor
  Raleigh, NC
• 06/2016 → 09/2016
  North Carolina General Assembly
  Raleigh, NC
• 08/2014 → 12/2018
  North Carolina Central University
  Durham, NC
• 02/2023 → 08/2025
  Fidelity Investments
  Santa Monica, CA
• 02/2019 → 12/2023
  Lyons Security Services Inc.
  Anaheim, CA
• 08/2025 → 11/2025
  Caleb And Brown Ltd
  Mawr, PA
• 11/2022 → 12/2022
  Genesis Healthcare
  Los Angeles, CA
• 01/2026 → Present
  Citigroup
  Beverly Hills, CA

Previous Registrations

• 2025-03-31 → 2025-08-06
  Strategic Advisers Llc
  Los Angeles, CA
  Santa Monica, CA
  Boston, MA
• 2024-12-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Los Angeles, CA
  Santa Monica, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-08
• S63 Uniform Securities Agent State Law Examination
  2023-04-21

Other Names

• Frederick Joseph Johnston
• Joe Johnston
• Frederick Joseph Johnston