James Jedlicka
Investment adviser representative at Citigroup Global Markets Inc.
10 yearsExperience
2 statesRegistered 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.Aug 2021 to now
- CitigroupMay 2019 to now
- KeybankDec 2017 to now
- Key Investment Services LLCJan 2018 to May 2019
- LPL Financial, LLCFeb 2017 to Dec 2017
- Sterling National BankJan 2017 to Dec 2017
- JP Morgan Chase BankOct 2016 to Dec 2016
- JP Morgan Securities LLCOct 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 6138644
- Firm CRD
- 7059