Monica Amador Potts

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

• 11/2018 → 09/2021
  J.P. Morgan Securities Llc
  Coral Gables, FL
• 11/2018 → 09/2021
  Jpmorgan Chase Bank, N.A.
  Coral Gables, FL
• 01/2017 → 11/2018
  Regions Bank
  Miami, FL
• 05/2016 → 01/2017
  Unemployed
  Hialeah, FL
• 09/2021 → 05/2022
  Oppenheimer & Co, Inc
  Miami, FL
• 05/2022 → Present
  Citigroup
  Miami, FL

Previous Registrations

• 2022-03-31 → 2022-05-20
  Oppenheimer & Co. Inc.
  Coral Gables, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-03-29

Other Names

• Monica Amadorpotts
• Monica Amador Potts