Jessica Wasserman

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

• 09/2016 → 12/2016
  Sidney E. Frank Foundation
  New York, NY
• 12/2016 → 07/2018
  State Street Global Advisors Trust Company
  New York, NY
• 03/2017 → 07/2018
  State Street Global Advisors Funds Distributors, Llc
  Boston, MA
• 08/2018 → 04/2020
  Qualitas
  Melbourne
• 04/2020 → 07/2020
  Unemployed
  New York, NY
• 07/2020 → 01/2024
  Electa Capital
  New York, NY
• 01/2021 → 12/2024
  Kema Partners Llc
  Mill Valley, CA
• 01/2025 → Present
  Citigroup
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-03-10
• S63 Uniform Securities Agent State Law Examination
  2021-02-12

Other Names

• Jessica Rachel Wasserman