Jessica Wasserman
Investment adviser representative at Citigroup Global Markets Inc.
10 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Citigroup Global Markets Inc.Apr 2025 to now
- CitigroupJan 2025 to now
- Kema Partners LLCJan 2021 to Dec 2024
- Electa CapitalJul 2020 to Jan 2024
- UnemployedApr 2020 to Jul 2020
- QualitasAug 2018 to Apr 2020
- State Street Global Advisors Funds Distributors, LLCMar 2017 to Jul 2018
- State Street Global Advisors Trust CompanyDec 2016 to Jul 2018
- Sidney E. Frank FoundationSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Citigroup Global Markets Inc.
$56BAssets managed
59,829Clients
2,405Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2690507
- Firm CRD
- 7059