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Hina Jumani

Investment adviser representative at Citigroup Global Markets Inc.
9 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

9 years in the industry.

  1. Citigroup Global Markets Inc.Jan 2024 to now
  2. CitigroupOct 2023 to now
  3. J.P. Morgan Securities LLCAug 2023 to Oct 2023
  4. JPMorgan Chase Bank, N.A.Aug 2023 to Oct 2023
  5. Morgan StanelyAug 2021 to Jul 2023
  6. First National BankDec 2020 to Jul 2021
  7. UnemployedJun 2019 to Nov 2020
  8. FunvilleFeb 2014 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (DC).

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
7409506
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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