Jordan L Botvinik

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

• 07/2014 → 10/2018
  J.P. Morgan Securities Llc
  New York, NY
• 07/2014 → 10/2018
  Jpmorgan Chase Bank Na
  New York, NY
• 07/2010 → Present
  Army National Guard
  New York, NY
• 11/2018 → 09/2019
  Morgan Stanley
  Little Falls, NJ
• 10/2019 → 06/2020
  Unemployed
  Bronx, NY
• 06/2020 → 06/2021
  Lpl Financial Llc
  Fairfield, NJ
• 06/2020 → 06/2021
  Private Advisor Group
  Morristown, NJ
• 06/2021 → Present
  Citigroup
  New York, NY

Previous Registrations

• 2020-06-30 → 2021-06-22
  Private Advisor Group, Llc
  Fairfield, NJ
  Morristown, NJ
• 2020-06-29 → 2020-06-30
  Lpl Financial Llc
  Fairfield, NJ
• 2019-02-28 → 2019-10-24
  Morgan Stanley
  Little Falls, NJ

Exams

• S66 Uniform Combined State Law Examination
  2019-02-25
• S63 Uniform Securities Agent State Law Examination
  2014-09-29

Other Names

• Jordan Botvinik