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Jose Perez

Citigroup Global Markets Inc.

Jacksonville, FL

Ponte Vedra, FL

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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-07-15
  • FL RA
    APPROVED
    Since 2022-07-15

Branch Locations

Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • United States

Ponte Vedra, FL • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 04/2006 06/2022
Citigroup Jacksonville FL 07/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-14
  • S66 Uniform Combined State Law Examination
    2007-06-14
Other Names
  • Jose Ramon Perez
  • Jose Ramon Perez
  • Jose Perez

View on SEC IAPD

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