Best Investors Account Sign in
Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-09-18
  • NY RA
    APPROVED
    Since 2024-09-18

Branch Locations

New York, NY • United States

Citi Wealth Management, Nic 153 E. 53Rd St, Fl 25, New York, NY 10022 • 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
Cusenationnews Weston FL 03/2016 05/2024
Juscollege Madison WI 05/2021 05/2024
Ubs Madison WI 06/2022 12/2022
Citigroup New York NY 06/2023 08/2023
N/A Weston FL 05/2014 05/2022
Citigroup New York NY 07/2024 Present
  • 03/2016 → 05/2024
    Cusenationnews
    Weston, FL
  • 05/2021 → 05/2024
    Juscollege
    Madison, WI
  • 06/2022 → 12/2022
    Ubs
    Madison, WI
  • 06/2023 → 08/2023
    Citigroup
    New York, NY
  • 05/2014 → 05/2022
    N/A
    Weston, FL
  • 07/2024 → Present
    Citigroup
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-18
  • S66 Uniform Combined State Law Examination
    2024-09-18
Other Names
  • Jordan Hunter Woolfson
  • Jordan Woolfson

View on SEC IAPD

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor