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Meiyue Jin

Investment adviser representative at Citigroup Global Markets Inc.
11 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

11 years in the industry.

  1. Citigroup Global Markets Inc.Mar 2025 to now
  2. J.P. Morgan Securities LLCJun 2024 to Mar 2025
  3. JPMorgan Chase Bank, N.A.Jun 2024 to Mar 2025
  4. Citigroup Global Markets IncJun 2023 to May 2024
  5. Citi BankJan 2022 to May 2023
  6. HomemakerAug 2021 to Dec 2021
  7. Citi BankDec 2018 to Jul 2021
  8. Shinhan BankerDec 2016 to Dec 2018
  9. Nature RepublicApr 2015 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2023

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
7713191
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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