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Jamie Alexander Schemmel

Investment adviser representative at Citigroup Global Markets Inc.
15 yearsExperience
2 statesRegistered 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 2021 to now
  2. CitigroupJul 2021 to now
  3. CitigroupJul 2020 to Aug 2020
  4. College FreshAug 2019 to May 2021
  5. Chartered Institute of Public Finance and AccountancyJul 2019 to Aug 2019
  6. University of FloridaJul 2017 to May 2021
  7. Full Time StudentJan 2011 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (CT, 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
7418655
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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