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Andrew Jones

Citigroup Global Markets Inc.

New York, NY

New York, NY

New York, NY

Los Angeles, CA

CRD 7991205

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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:

Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-05-15
CT RA APPROVED 2025-03-10
  • NY RA
    APPROVED
    Since 2025-05-15
  • CT RA
    APPROVED
    Since 2025-03-10

Branch Locations

New York, NY • United States

Citi Private Bank 153 East 53Rd St., 24Th, 25Th Fls, New York, NY 10022 • United States

New York, NY • United States

Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • 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
Unemployed New York NY 04/2015 06/2016
Citigroup Stamford CT 07/2016 Present
  • 04/2015 → 06/2016
    Unemployed
    New York, NY
  • 07/2016 → Present
    Citigroup
    Stamford, CT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-21
  • S63 Uniform Securities Agent State Law Examination
    2025-04-21
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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