Lizeth Jimenez

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

• 05/2015 → Present
  Citibank
  Miami, FL

Other Businesses

Rental Property - Miami, FL; Investment-related; Affiliation started 03/01/2019; Title/Duties: Owner; No time is devoted to the rental during securities trading hours; 2 hours are devoted to the rental each month outside securities trading hours. ///// Rental Property (3561) - Miami, FL; Investment-related; Started: 8/2/2023; Title: Rental Property - Member; Duties: Will receive income from investment property aprox $1,650 monthly.; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. /////

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-06
• S63 Uniform Securities Agent State Law Examination
  2017-05-24

Other Names

• Lizeth Yamile Hurtado Malagon
• Lizeth Hurtado
• Lizeth Yamile Hurtado
• Lizeth Yamile Jimenez
• Lizeth Jimenez