Jericho R Talusan
Investment adviser representative at Citigroup Global Markets Inc.
11 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
11 years in the industry.
- Citigroup Global Markets Inc.Feb 2020 to now
- CitigroupFeb 2020 to now
- UnemployedSep 2019 to Feb 2020
- Morgan Stanley Private Bank, N.A.Oct 2018 to Sep 2019
- Morgan StanleyAug 2018 to Sep 2019
- UnemployedDec 2017 to Jul 2018
- Boy Scouts of America Alamo Area CouncilJul 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (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
- 6992957
- Firm CRD
- 7059