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Julyan A. Santos

Citigroup Global Markets Inc.

New York, NY

CRD 7844090

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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 2025-10-31
  • NY RA
    APPROVED
    Since 2025-10-31

Branch Locations

388 Greenwich Street Tower Building, New York, NY 10013 • 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
J.P. Morgan Securities Llc New York NY 12/2023 09/2025
Jpmorgan Chase Bank, N.A. New York NY 02/2022 09/2025
Robert Half San Diego CA 09/2021 12/2021
Macy's Incorporated National City CA 08/2018 09/2019
Jump Around Now Chula Vista CA 05/2017 12/2018
University Of Oregon Eugene OR 09/2019 12/2021
Jan Chula Vista Llc Chula Vista CA 09/2017 03/2019
Unemployed Chula Vista CA 01/2022 01/2022
Unemployed Chula Vista CA 12/2013 04/2017
Citigroup Global Markets Inc. New York NY 09/2025 Present
  • 12/2023 → 09/2025
    J.P. Morgan Securities Llc
    New York, NY
  • 02/2022 → 09/2025
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 09/2021 → 12/2021
    Robert Half
    San Diego, CA
  • 08/2018 → 09/2019
    Macy's Incorporated
    National City, CA
  • 05/2017 → 12/2018
    Jump Around Now
    Chula Vista, CA
  • 09/2019 → 12/2021
    University Of Oregon
    Eugene, OR
  • 09/2017 → 03/2019
    Jan Chula Vista Llc
    Chula Vista, CA
  • 01/2022 → 01/2022
    Unemployed
    Chula Vista, CA
  • 12/2013 → 04/2017
    Unemployed
    Chula Vista, CA
  • 09/2025 → Present
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-01
S63 Uniform Securities Agent State Law Examination 2024-05-24
  • S65 Uniform Investment Adviser Law Examination
    2025-05-01
  • S63 Uniform Securities Agent State Law Examination
    2024-05-24
Other Names
  • Julyan Alexis Santos
  • Julyan Santos
  • Julyan Santos Santos
  • Julyan A. Santos

View on SEC IAPD

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