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Jimmy Mauricio Torres

Citigroup Global Markets Inc.

Douglaston, NY

Douglaston, NY

Huntington, NY

Holbrook, NY

CRD 6711940

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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 2022-02-22
  • NY RA
    APPROVED
    Since 2022-02-22

Branch Locations

Douglaston, NY • United States

Douglaston, NY • United States

Cwm, Sales 349 Main Street, Huntington, NY 11743 • United States

Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • 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
Jpmorgan Chase Bank N.A. New York NY 09/2016 11/2016
Jpmorgan Securities Llc New York NY 09/2016 11/2016
Citibank Na New York NY 12/2016 12/2018
J.P. Morgan Securities Llc New York NY 01/2019 11/2021
Jpmorgan Chase Bank, N.A New York NY 01/2019 11/2021
Citigroup Port Washington NY 11/2021 Present
  • 09/2016 → 11/2016
    Jpmorgan Chase Bank N.A.
    New York, NY
  • 09/2016 → 11/2016
    Jpmorgan Securities Llc
    New York, NY
  • 12/2016 → 12/2018
    Citibank Na
    New York, NY
  • 01/2019 → 11/2021
    J.P. Morgan Securities Llc
    New York, NY
  • 01/2019 → 11/2021
    Jpmorgan Chase Bank, N.A
    New York, NY
  • 11/2021 → Present
    Citigroup
    Port Washington, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-22
S63 Uniform Securities Agent State Law Examination 2019-03-28
  • S66 Uniform Combined State Law Examination
    2022-02-22
  • S63 Uniform Securities Agent State Law Examination
    2019-03-28
Other Names
  • Jimmy M Torres
  • Jimmy Torres
  • Jimmy Mauricio Torres
  • Jimmy M. Torres

View on SEC IAPD

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