Jeff
Werner

Citigroup Global Markets Inc

CRD#5767700
Investment Advisor
in Fort Lee, NJ

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About this Advisor

Jeff Werner is a financial advisor working in Fort Lee, New Jersey with a total of 10 years of relevant experience. Werner currently works for Citigroup Global Markets Inc. Throughout their career, they have worked at Fogel Neale Partners, LLC and Citigroup. Werner has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey and New York. Citigroup Global Markets Inc is a company headquartered in New York, NY. The investment advisory business has offices in 733 locations and a total of 7,927 advisors. It administers $35 billion in assets between its 53,776 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 140 charities and foundations. Of its 53,776 accounts, 32% belong to high-net-worth investors who have more than $1 million in assets. Citigroup Global Markets Inc provides a wide set of services, such as 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. A financial advisor's fees depend on which services the firm provides the client. Fee types charged by Citigroup Global Markets Inc most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

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 Personal Wealth Management 2071 Lemoine Avenue, Suite 200
Fort Lee, NJ 07024

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$34,863,982,805

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

7,927

NJ Average: 88
Total Number of Accounts

53,776

NJ Average: 3,892
Average Account Size

$648,319

NJ 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

Jeff Werner Work History

Jeff has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Citigroup

2012 - 2013 (1 year)

Fogel Neale Partners, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeff Werner 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

Kathryn Turner
Stamford, CT
Rong Ling Lin
Fort Lee, NJ
Carlos Morlote
Miami, FL
Jeffrey Manning
Boston, MA
Charles Reinhard
New York, NY
Charles Cavanaugh
New York, NY
Fernando Rodriguez
Boca Raton, FL
Larry Ngai
Alameda, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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