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Joshua Mideum Jung

Investment adviser representative at Citigroup Global Markets Inc.
15 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

15 years in the industry.

  1. Citigroup Global Markets Inc.Nov 2024 to now
  2. CitigroupNov 2024 to now
  3. Dave & BustersAug 2023 to now
  4. Wells Fargo Bank, NAAug 2021 to Oct 2024
  5. Wells Fargo Clearing Services, LLCAug 2021 to Oct 2024
  6. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2021 to Aug 2021
  7. J.P. Morgan Securities LLCJul 2019 to Mar 2021
  8. JPMorgan Chase Bank, N.A.Jul 2019 to Mar 2021
  9. HSBC BankMay 2018 to Jul 2019
  10. Spring Shabu ShabuMar 2018 to Apr 2019
  11. JPMorgan Chase Bank, N.A.Jul 2017 to Apr 2018
  12. Jongro BbqJan 2015 to Mar 2018
  13. Cuny City College, Id OfficeAug 2011 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 66 · Uniform Combined State Law2023

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
7169685
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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