Jonathan Ip

Citigroup Global Markets Inc.

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Current Employers

Citigroup Global Markets Inc.

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-07-10

CA RA
APPROVED

Since 2023-07-10

Branch Locations

Cwm Retail, Sales 3812 Sepulveda Blvd., Torrance, CA 90505 • United States

Cwm Retail, Sales 2700 Pacific Coast Hwy, Torrance, CA 90505 • United States

Citi Wealth Management, Sales 285 South Lake Avenue, Pasadena, CA 91101 • 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

Organization	City	State	From	To
Citigroup	Torrance	CA	12/2013	Present

12/2013 → Present

Citigroup

Torrance, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-07-08
S63	Uniform Securities Agent State Law Examination	2023-04-21

S65 Uniform Investment Adviser Law Examination

2023-07-08
S63 Uniform Securities Agent State Law Examination

2023-04-21

View on SEC IAPD

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LPL FINANCIAL LLC

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Other Investors

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LISA MARIE QUARTARONE

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NICOLE ELIZABETH NOVALES

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA

SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA

EP WEALTH ADVISORS · TORRANCE, CA

STRATOS WEALTH PARTNERS, LTD · Torrance, CA

EDWARD JONES · Torrance, CA

AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA

LPL FINANCIAL LLC · TORRANCE, CA

EDWARD JONES · TORRANCE, CA

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