Jorgo Celo
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.May 2025 to now
- Citibank, N.A.Apr 2025 to now
- UnemployedOct 2024 to Mar 2025
- HSBC Bank USA National AssociationFeb 2024 to Oct 2024
- HSBC Securities (USA) Inc.Feb 2024 to Oct 2024
- J.P. Morgan Securities LLCFeb 2021 to Jan 2024
- JPMorgan Chase Bank, N.A.Feb 2021 to Jan 2024
- UnemployedAug 2020 to Jan 2021
- David Lerner Associates, IncNov 2019 to Jul 2020
- UnemployedAug 2019 to Oct 2019
- Kupi Wealth ManagementSep 2018 to Jul 2019
- Woodbury Financial Services, IncSep 2018 to Jul 2019
- UnemployedAug 2018 to Aug 2018
- Stony Brook University Recreation CenterApr 2015 to Jul 2018
- Stony Brook UniversityAug 2013 to May 2018
- West Side Tennis ClubJul 2012 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7020400
- Firm CRD
- 7059