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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
IL RA APPROVED 2022-06-21
  • IL RA
    APPROVED
    Since 2022-06-21

Branch Locations

Citi Private Bank 227 West Monroe Street - 24, Chicago, IL 60606 • United States

Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States

Chicago, IL • 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
University At Buffalo Buffalo NY 01/2015 05/2018
Axa Advisors, Llc New York NY 06/2018 06/2020
Equitable Advisors, Llc New York NY 06/2018 03/2022
Citi Private Bank Chicago IL 04/2022 Present
  • 01/2015 → 05/2018
    University At Buffalo
    Buffalo, NY
  • 06/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 06/2018 → 03/2022
    New York, NY
  • 04/2022 → Present
    Citi Private Bank
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-31
  • S66 Uniform Combined State Law Examination
    2018-07-31
Other Names
  • Bryan Jost
  • Bryan Thomas Jost

View on SEC IAPD

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