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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-04-03
NJ RA APPROVED 2023-06-21
  • NY RA
    APPROVED
    Since 2025-04-03
  • NJ RA
    APPROVED
    Since 2023-06-21

Branch Locations

Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • United States

Citi Private Bank 111 Huntington Avenue, 29Th Floor, Boston, MA 02199 • United States

Norfolk, MA • 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
Fidelity Investments Cambridge MA 03/2015 12/2018
Citigroup Boston MA 04/2023 Present
Fidelity Investments Boston MA 12/2018 04/2023
  • 03/2015 → 12/2018
    Fidelity Investments
    Cambridge, MA
  • 04/2023 → Present
    Citigroup
    Boston, MA
  • 12/2018 → 04/2023
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2023-04-17
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2015-11-18 → 2018-07-13
    Cambridge, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-31
S63 Uniform Securities Agent State Law Examination 2013-10-11
  • S65 Uniform Investment Adviser Law Examination
    2015-08-31
  • S63 Uniform Securities Agent State Law Examination
    2013-10-11
Other Names
  • Jonathan Michael Kinsky

View on SEC IAPD

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