Jason Matthew Kozoloski
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.Mar 2022 to now
- CitigroupFeb 2022 to now
- Door DashJun 2021 to now
- Fidelity InvestmentsDec 2020 to Jun 2021
- Adt SecurityAug 2020 to Nov 2020
- Randy Taylor ConsultingApr 2019 to Aug 2020
- Bank of America, N.A.Jun 2016 to Apr 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2012 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6150221
- Firm CRD
- 7059