Jun Xian
Tan
Citigroup Global Markets Inc
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About this Advisor
Jun Xian Tan is a financial advisor who works out of Fort Lee, New Jersey. Tan works at Citigroup Global Markets Inc. Tan has gained experience at Hsbc Securities (Usa) Inc, Hsbc Bank Usa, N.A, Better Mortgage, Hsbc Bank, Citi Bank, Bny Mellon, Kamwo Herbs, Full Time Education (Brooklyn College) and Citigroup. Tan holds Series 66 and Series 63 licenses, which qualify them as a securities representative, and is registered to advise clients in New York. Citigroup Global Markets Inc is a registered investment firm that has its headquarters in New York, NY. It has offices in 733 locations and a total of 7,927 people on staff. It manages $35 billion in assets under management between its 53,776 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 140 charitable organizations. Of its 53,776 client accounts, 32% belong to high-net-worth individuals who have more than $1 million in assets. The company has a diverse assortment of services, including 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. Fees charged by financial advisors vary depending on which service is provided. Fees billed by Citigroup Global Markets Inc may include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citigroup Global Markets Inc Brokerage Details
$34,863,982,805
7,927
53,776
$648,319
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
Jun Xian Tan Work History
Jun Xian has been registered as a financial advisor for 0 years.*
Citigroup
Hsbc Securities (Usa) Inc
Hsbc Bank Usa, N.A
Better Mortgage
Hsbc Bank
Citi Bank
Bny Mellon
Hsbc Bank
Kamwo Herbs
Full Time Education (Brooklyn College)
*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 Jun Xian Tan 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
Stamford, CT
Bay Shore, NY
Miami, FL
Boston, MA
New York, NY
New York, NY
Boca Raton, FL
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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