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Jordan Hunter Woolfson

Investment adviser representative at Citigroup Global Markets Inc.
12 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

12 years in the industry.

  1. Citigroup Global Markets Inc.Sep 2024 to now
  2. CitigroupJul 2024 to now
  3. CitigroupJun 2023 to Aug 2023
  4. UBSJun 2022 to Dec 2022
  5. JuscollegeMay 2021 to May 2024
  6. CusenationnewsMar 2016 to May 2024
  7. N/aMay 2014 to May 2022

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7578489
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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