Johnathan
Ellison

Citigroup Global Markets Inc

CRD#6984392
Investment Advisor
in Chicago, IL

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About this Advisor

Johnathan Ellison is a financial advisor based in Chicago, Illinois, working with Citigroup Global Markets Inc. Johnathan has previously held positions at Jp Morgan Securities LLC, Pnc Financial Services, Fifth Third Bank, Bank Of America, King Of Glory Tabernacle, Jpmorgan Chase Bank, N.A, E*Trade Securities LLC, Pnc Bank, E*Trade Capital Management, LLC, Morgan Stanley, Cetera Financial Group, Cetera Investment Services LLC, Cetera Investment Advisers, Cetera Advisors LLC, Cetera Advisor Networks LLC, and Citigroup. Johnathan has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Johnathan is part of Citigroup Global Markets Inc, which operates out of Chicago, Illinois. The firm has 742 offices and 7,830 employees. The firm manages assets totaling $40.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, and other services. The fee structure at Citigroup Global Markets Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Citi Retail Banking 69 W. Washington
Chicago, IL 60602

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$40,516,482,275

IL Average: $7,464,549,021
Total Number of Employees

7,830

IL Average: 88
Total Number of Accounts

53,880

IL Average: 3,892
Average Account Size

$751,976

IL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other

Johnathan Ellison Work History

2023 - Present (1 year)

Citigroup

2023 - 2023 (< 1 year)

Morgan Stanley

2023 - 2023 (< 1 year)

Cetera Financial Group

2023 - 2023 (< 1 year)

Cetera Investment Services LLC

2023 - 2023 (< 1 year)

Cetera Investment Advisers

2023 - 2023 (< 1 year)

Cetera Advisors LLC

2023 - 2023 (< 1 year)

Cetera Advisor Networks LLC

2022 - 2023 (1 year)

E*Trade Securities LLC

2022 - 2023 (1 year)

E*Trade Capital Management, LLC

2021 - 2022 (1 year)

Pnc Bank

2019 - 2021 (2 years)

Jpmorgan Chase Bank, N.A

2018 - 2019 (1 year)

Jp Morgan Securities LLC

2017 - 2018 (1 year)

Pnc Financial Services

2016 - 2017 (1 year)

Pnc Financial Services

2015 - 2016 (1 year)

Fifth Third Bank

2014 - 2015 (1 year)

Bank Of America

2009 - 2015 (6 years)

King Of Glory Tabernacle

Disclosures

Please visit the SEC profile of Johnathan Ellison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Citigroup Global Markets Inc

Daniel Gardner
New York, NY
Lavendel Williams
Jacksonville, FL
Dongyue Lyu
Alhambra, CA
Samphors Chea
San Antonio, TX
Olga Stroganova
Brooklyn, NY
Sefora Angeles
Beverly Hills, CA
Yun Bai
Fountain Valley, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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