Wenbo Jiang
Investment adviser representative at Citigroup Global Markets Inc.
10 yearsExperience
2 statesRegistered in
$56BFirm assets
62 yearsFirm in business
Are you Wenbo Jiang? Claim your profile
Contact this firm
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.Sep 2026 to now
- CitigroupSep 2026 to now
- Cetera Investment Advisers LLCSep 2024 to Sep 2026
- Cetera Investment Services LLCMay 2023 to Sep 2026
- East West BankNov 2022 to Sep 2026
- University of Southern CaliforniaAug 2020 to Oct 2022
- University of California, IrvineSep 2016 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7720737
- Firm CRD
- 7059