Joshua Michael Brown
Investment adviser representative at Citigroup Global Markets Inc.
18 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
18 years in the industry.
- Citigroup Global Markets Inc.Jan 2026 to now
- Wells Fargo Clearing Services, LLCOct 2023 to Jan 2026
- Wells Fargo Bank, NASep 2023 to Dec 2025
- JP Morgan Securities LLCMay 2014 to Sep 2023
- JP Morgan Chase BankSep 2008 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 6352100
- Firm CRD
- 7059