Ryan Jeffries
Investment adviser representative at Citigroup Global Markets Inc.
10 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
10 years in the industry.
- Citigroup Global Markets Inc.Jan 2025 to now
- Jpmc Bank NAJul 2022 to Dec 2024
- J.P. Morgan Securities LLCOct 2021 to Dec 2024
- JPMorgan Chase Bank, N.A.Oct 2021 to Jul 2022
- UnemployedFeb 2018 to Sep 2021
- SpicekitMay 2017 to Jan 2018
- Diablo Country ClubJan 2017 to May 2017
- UnemployedSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
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
- 7462223
- Firm CRD
- 7059