Josh Wilhelmus Jansen
Investment adviser representative at Citigroup Global Markets Inc.
7 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
Are you Josh Wilhelmus Jansen? Claim your profile
Contact this firm
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
7 years in the industry.
- Citigroup Global Markets Inc.Dec 2023 to now
- CitigroupDec 2023 to now
- Wells Fargo Bank, NAJul 2023 to Nov 2023
- Wells Fargo Clearing Services, LLCJul 2023 to Nov 2023
- UnemployedApr 2023 to Jul 2023
- CitigroupNov 2018 to Mar 2023
- Union BankSep 2018 to Nov 2018
- CitigroupSep 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2020
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
- 6692110
- Firm CRD
- 7059