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Jason M Lilly

Citigroup Global Markets Inc.

Mission Viejo, CA

Fountain Valley, CA

Newport, CA

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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-27
  • CA RA
    APPROVED
    Since 2025-02-27

Branch Locations

Cwm Retail, Sales 25330 Marguerite Pkwy, Mission Viejo, CA 92692 • United States

Citi Wealth Management, Sales 17400 Brookhurst St., Ste 200, Fountain Valley, CA 92708 • United States

Citi Retail Banking 1100 Newport Center Drive, Newport, CA 92660 • 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
Citigroup Brentwood CA 04/2011 04/2022
California Bank And Trust (Zions) Irvine CA 05/2022 01/2025
Lpl Financial Llc Irvine CA 05/2022 01/2025
Citigroup Newport Beach CA 01/2025 Present
  • 04/2011 → 04/2022
    Citigroup
    Brentwood, CA
  • 05/2022 → 01/2025
    California Bank And Trust (Zions)
    Irvine, CA
  • 05/2022 → 01/2025
    Lpl Financial Llc
    Irvine, CA
  • 01/2025 → Present
    Citigroup
    Newport Beach, CA
Previous Registrations
  • 2022-05-04 → 2025-03-11
    Lpl Financial Llc
    Irvine, CA
  • 2020-05-22 → 2022-04-20
    Citigroup Global Markets Inc.
    Burbank, CA
    Westlake Village, CA
    Fountain Valley, CA
    Westlake Village, CA
    Aliso Viejo, CA
    Fresno, CA
    Fountain Valley, CA
    Costa Mesa, CA
    Newport, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-22
S63 Uniform Securities Agent State Law Examination 2010-03-03
  • S66 Uniform Combined State Law Examination
    2020-05-22
  • S63 Uniform Securities Agent State Law Examination
    2010-03-03
Other Names
  • Jason M Lilly
  • Jason Lilly

View on SEC IAPD

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Other Offices

EDWARD JONES · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
CETERA INVESTMENT ADVISERS LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA

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