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Josh Wilhelmus Jansen

Citigroup Global Markets Inc.

Sunnyvale, CA

Los Angeles, CA

Sunnyvale, CA

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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-12-20
  • CA RA
    APPROVED
    Since 2023-12-20

Branch Locations

Sunnyvale, CA • United States

Citi Wealth Management, Sales 300 South Grand Avenue, Fl 31, Los Angeles, CA 90071 • United States

Cwm Retail, Sales 395 West El Camino Real, Sunnyvale, CA 94087 • 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
Citibank Mountain View CA 05/2013 09/2016
Citigroup Mountain View CA 09/2016 07/2018
Union Bank Palo Alto CA 09/2018 11/2018
Citigroup Palo Alto CA 11/2018 03/2023
Wells Fargo Clearing Services, Llc Milpitas CA 07/2023 11/2023
Wells Fargo Bank, Na Milpitas CA 07/2023 11/2023
Unemployed Sunnyvale CA 04/2023 07/2023
Citigroup Sunnyvale CA 12/2023 Present
  • 05/2013 → 09/2016
    Citibank
    Mountain View, CA
  • 09/2016 → 07/2018
    Citigroup
    Mountain View, CA
  • 09/2018 → 11/2018
    Union Bank
    Palo Alto, CA
  • 11/2018 → 03/2023
    Citigroup
    Palo Alto, CA
  • 07/2023 → 11/2023
    Wells Fargo Clearing Services, Llc
    Milpitas, CA
  • 07/2023 → 11/2023
    Wells Fargo Bank, Na
    Milpitas, CA
  • 04/2023 → 07/2023
    Unemployed
    Sunnyvale, CA
  • 12/2023 → Present
    Citigroup
    Sunnyvale, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-30
S63 Uniform Securities Agent State Law Examination 2016-10-25
  • S66 Uniform Combined State Law Examination
    2020-07-30
  • S63 Uniform Securities Agent State Law Examination
    2016-10-25
Other Names
  • Josh Jansen
  • Josh W Jansen
  • Josh Wilhelmus Jansen

View on SEC IAPD

Other Firms

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STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
STRATEGIC ADVISERS LLC
SV TECH VENTURES, INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC

Other Investors

Melissa M Drago
MARTIN LOPEZ
RYAN MICHAEL BROWN
ABHISHEK GUPTA
Xiaosheng Mei
Anastasia J Schmidt
BENJAMIN JAY LUNDQUIST
ALEXANDER KILIAN ECKERT

Other Offices

CHARLES SCHWAB & CO., INC. · Sunnyvale, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
LPL FINANCIAL LLC · SUNNYVALE, CA
EDWARD JONES · SUNNYVALE, CA
STRATEGIC ADVISERS LLC · SUNNYVALE, CA
SV TECH VENTURES, INC. · SUNNYVALE, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
U.S. BANCORP ADVISORS, LLC · Sunnyvale, CA

More in Sunnyvale, CA

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