Grant Jones

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

• 06/2021 → Present
  Citi
  New York, NY
• 05/2020 → 08/2020
  Wrp Wealth Management
  San Jose, CA
• 06/2019 → 08/2019
  The Harrelson Group
  Myrtle Beach, SC
• 01/2017 → 08/2017
  101 Loan
  San Jose, CA
• 08/2018 → 05/2022
  University Of Miami
  Coral Gables, FL
• 08/2014 → 06/2018
  Los Gatos High School
  Los Gatos, CA

Previous Registrations

• 2022-10-13 → 2010-06-30
  Citi Private Alternatives, Llc
  New York, NY
  Tampa, FL
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-09-12