Janice Ebert, financial advisor Los Angeles CA
93 score

Janice Ebert

CRD Number: 1916127
Current Firm: Citigroup Global Markets Inc.

Janice Ebert (CRD# 1916127) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Los Angeles, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Global Markets Inc. Los Angeles, CA May 2007 - Current 9
Citicorp Investment Services San Francisco, CA Apr 1994 - Oct 2007 13
Citibank, Fsb Oakland, CA May 1993 - Oct 2007 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S65 NASAA Investment Advisors Law Examination Feb 2002
Contact Info for Janice C. Ebert
Phone Number: 212-816-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    22,285
    MILLIONS
  • Total Number of Accounts
    42,945
    ACCOUNTS
  • Average Account Value
    $518,927
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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