Jeffrey Halbert
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.Oct 2023 to now
- CitiSep 2023 to now
- Westmount Asset Management, LLCAug 2020 to Sep 2023
- Telos Capital Management, Inc.Oct 2018 to Aug 2020
- Check Capital Management Inc.Mar 2018 to Sep 2018
- Squar Milner Financial Services, LLCFeb 2018 to Mar 2018
- Raymond James Financial ServicesJun 2013 to Feb 2018
- Halbert Financial Management, LLCSep 2012 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5750237
- Firm CRD
- 7059