Jonathan Keith Hoge

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

• 05/2018 → 06/2018
  Lpl Financial Llc
  Long Island City, NY
• 03/2014 → 03/2017
  Td Bank
  Mineola, NY
• 03/2017 → 05/2018
  Astoria Bank
  Long Island City, NY
• 06/2018 → 06/2025
  Financial Resources Group Investment Services
  Long Island, NY
• 06/2025 → Present
  Citgroup
  Commack, NY

Previous Registrations

• 2018-02-01 → 2025-06-26
  Lpl Financial Llc
  Long Island City, NY
  Woodside, NY
  Jackson Heights, NY
  Brooklyn, NY
  Rego Park, NY
  Forest Hills, NY
  Brooklyn, NY
  Brooklyn, NY
  Long Island City, NY
  Brooklyn, NY

Exams

• S66 Uniform Combined State Law Examination
  2018-01-29

Other Names

• Jonathan Hoge
• Jonathan Keith Hoge