Yunyan Zhou

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

• 09/2018 → 10/2020
  J.P. Morgan Securities Llc
  San Francisco, CA
• 11/2017 → 09/2018
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 06/2017 → 09/2017
  Uniqlo
  Daly City, CA
• 10/2017 → 11/2017
  Unemployed
  San Francisco, CA
• 09/2015 → 06/2017
  University Of California, Davis
  Davis, CA
• 12/2020 → 04/2021
  Hsbc Bank Usa, N.A.
  San Francisco, CA
• 12/2020 → 04/2021
  Hsbc Securities (Usa) Inc.
  San Francisco, CA
• 05/2021 → 06/2022
  Wells Fargo Clearing Services, Llc
  South San Francisco, CA
• 05/2021 → 06/2022
  Wells Fargo Bank, Na
  South San Francisco, CA
• 06/2022 → Present
  Citigroup
  San Francisco, CA

Previous Registrations

• 2021-07-16 → 2022-06-23
  Wells Fargo Clearing Services, Llc
  Westlake Village, CA
  South San Francisco, CA
  Palo Alto, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-07-15
• S63 Uniform Securities Agent State Law Examination
  2019-01-09