Jenelle Kay Smith

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

• 07/2010 → 04/2017
  Morgan Stanely Smith Barney
  Palm Beach, FL
• 04/2017 → 05/2020
  Ubs Financial Services Inc.
  Palm Beach, FL
• 05/2020 → 07/2022
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL
• 05/2020 → 07/2022
  Jpmorgan Securities, Llc.
  Palm Beach Gardens, FL
• 04/2020 → Present
  Jenelle K Smith
  Palm Beach Gardens, FL
• 07/2022 → Present
  Citigroup
  West Palm Beach, FL

Previous Registrations

• 2020-06-15 → 2022-07-14
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 2017-04-12 → 2020-05-21
  Ubs Financial Services Inc.
  West Palm Beach, FL
• 2011-05-31 → 2017-04-11
  Morgan Stanley
  Palm Beach, FL
  W. Palm Beach, FL
  West Palm Beach, FL

Other Businesses

Jenelle Smith - self contractor; Not Investment-related; Nature: Voice over; Palm Beach Gardens, FL; Started: 10/5/2020; Title: Self contractor; Duties: A self contractor providing voice over for commercials, trainings, animation videos. ; No time is devoted each month during securities trading hours; 15 hours are devoted each month outside of securities trading hours. /////

Exams

• S66 Uniform Combined State Law Examination
  2011-05-25

Other Names

• Jenelle Kay Bosler
• Jenelle Kay Smith
• Jenelle Smith