Jeffery W. Leathers
Investment adviser representative at Citigroup Global Markets Inc.
14 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
14 years in the industry.
- Citigroup Global Markets Inc.May 2022 to now
- CitigroupMay 2022 to now
- TD AmeritradeMar 2021 to Mar 2022
- Ae Wealth Management, LLCJul 2020 to Mar 2021
- Ev Federal LLC, dba Fefa AllianceApr 2020 to Mar 2021
- Fbl Financial GroupOct 2019 to Feb 2020
- Fbl Marketing ServicesOct 2019 to Feb 2020
- Stifel Nicolaus & Co IncJul 2012 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 5500815
- Firm CRD
- 7059