Jacob Paul Neuhofer
Investment adviser representative at Citigroup Global Markets Inc.
12 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
12 years in the industry.
- Citigroup Global Markets Inc.Feb 2022 to now
- Citi Personal Wealth ManagementNov 2021 to now
- Equitable Advisors, LLCSep 2018 to Nov 2021
- AXA Advisors,LLC.Sep 2018 to Jun 2020
- UnemployedJun 2018 to Aug 2018
- Farm Credit of FloridaMay 2017 to Jul 2017
- University of FloridaJul 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6986967
- Firm CRD
- 7059