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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:

Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-21
  • CA RA
    APPROVED
    Since 2026-04-21

Branch Locations

Citi Retail Banking 130 West Portal Avenue, San Francisco, CA 94127 • 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
J.P. Morgan Securities Llc San Francisco CA 05/2019 12/2025
Bank Of America San Francisco CA 04/2017 01/2019
Jpmorgan Chase Bank, N.A. San Francisco CA 01/2019 12/2025
The Crew San Francisco CA 04/2014 04/2018
Citigroup Newark CA 02/2026 Present
  • 05/2019 → 12/2025
    J.P. Morgan Securities Llc
    San Francisco, CA
  • 04/2017 → 01/2019
    Bank Of America
    San Francisco, CA
  • 01/2019 → 12/2025
    Jpmorgan Chase Bank, N.A.
    San Francisco, CA
  • 04/2014 → 04/2018
    The Crew
    San Francisco, CA
  • 02/2026 → Present
    Citigroup
    Newark, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-21
S63 Uniform Securities Agent State Law Examination 2019-07-23
  • S65 Uniform Investment Adviser Law Examination
    2026-04-21
  • S63 Uniform Securities Agent State Law Examination
    2019-07-23
Other Names
  • Jun Kim
  • Haksun Kim
  • Hakson Kim
  • Hak J Kim
  • Hak Sun Kim
  • Hak Jun Kim

View on SEC IAPD

More in San Francisco, CA

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