Jeffery
Wimer

Citigroup Global Markets Inc

CRD#2985293
Investment Advisor
in New York, NY
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About this Advisor

Jeffery Wimer is a financial advisor operating out of New York, New York, who has been in the financial industry for 11 years. Wimer is currently employed by Citigroup Global Markets Inc. The advisor has gained experience at Citigroup Global Markets and E*Trade Securities LLC. Wimer maintains Series 66 and Series 63 licenses, which qualify them as a securities broker, and is approved to operate in New Jersey. Citigroup Global Markets Inc is a business operating out of New York, New York. The firm has offices in 631 locations and a total of 8,126 people on staff. It controls $31 billion in assets under management across its 43,518 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 136 charities and foundations. Of its 43,518 client accounts, just 9% are associated with high-net-worth investors who have more than $1 million in assets. Citigroup Global Markets Inc offers a number 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 largely are based on the type of services provided. However, fees billed by Citigroup Global Markets Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

11 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

Disclosures

Yes

Office Location

Citi Retail Banking 785 Fifth Avenue, Lower Level
New York, NY 10022

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$25,273,699,145

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

7,855

NY Average: 88
Total Number of Accounts

47,742

NY Average: 3,892
Average Account Size

$529,381

NY Average: $1,917,921

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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

Jeffery Wimer Work History

Jeffery has 11 years of experience.

2012 - Present (7 years)

Citigroup Global Markets

2007 - 2012 (5 years)

E*Trade Securities LLC

Disclosures

Jeffery Wimer has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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