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John Frederick Pegg

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.

  1. Citigroup Global Markets Inc.Jun 2025 to now
  2. CitigroupMay 2025 to now
  3. Thrivent FinancialApr 2024 to May 2025
  4. VontobelJun 2023 to Feb 2024
  5. Northwestern MutualMar 2022 to Jun 2023
  6. Bank of America Merrill LynchDec 2020 to Mar 2022
  7. JPMorganNov 2015 to Dec 2020

Exams passed

  • Series 66 · Uniform Combined State Law2019

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
7049708
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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