Best Investors Account Sign in

Jeffrey Tyler Schwedhelm

Citigroup Global Markets Inc.

Elk Grove, CA

San Francisco, CA

Claim This Profile
Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-08
  • CA RA
    APPROVED
    Since 2025-12-08

Branch Locations

Cpwm Sales 8225 Laguna Blvd, Suite B, Elk Grove, CA 95758 • United States

Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • 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
Wells Fargo Clearing Services, Llc Sacramento CA 08/2021 11/2025
Wells Fargo Bank, Na Sacramento CA 01/2017 11/2025
Select Wine And Liquor Roseville CA 01/2016 01/2017
Citigroup Elk Grove CA 11/2025 Present
  • 08/2021 → 11/2025
    Wells Fargo Clearing Services, Llc
    Sacramento, CA
  • 01/2017 → 11/2025
    Wells Fargo Bank, Na
    Sacramento, CA
  • 01/2016 → 01/2017
    Select Wine And Liquor
    Roseville, CA
  • 11/2025 → Present
    Citigroup
    Elk Grove, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-17
  • S66 Uniform Combined State Law Examination
    2022-01-17
Other Names
  • Jeffrey Tyler Schwedhelm
  • Tyler Schwedhelm
  • Jeffrey T Schwedhelm

View on SEC IAPD

Other Firms

EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

Mark Alan Thomas
Philip R Waelbrock
Vidal Velez
Charles Romualdez
BRYAN KEITH CHEW
MARITES JANE AVILA
Yun Chen
Leslie Michelle Sategna

Other Offices

EDWARD JONES · ELK GROVE, CA
COMMONWEALTH FINANCIAL NETWORK · Elk Grove, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ELK GROVE, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Elk Grove, CA
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. · Elk Grove, CA
U.S. BANCORP ADVISORS, LLC · Elk Grove, CA
WELLS FARGO CLEARING SERVICES, LLC · ELK GROVE, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Elk Grove, CA

More in Elk Grove, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor