Jared Patterson
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.Aug 2026 to now
- CitiJan 2026 to now
- UnemployedMay 2025 to Jan 2026
- Morgan State UniversityAug 2024 to May 2025
- CitiJun 2024 to Aug 2024
- Morgan State UniversityJul 2023 to Jun 2024
- Deutsche BankJun 2023 to Jul 2023
- Morgan State UniversityJul 2022 to Jun 2023
- McclatchyJun 2022 to Jul 2022
- Morgan State UniversityJul 2021 to Jun 2022
- EgusdJan 2016 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8209410
- Firm CRD
- 7059