1. Wealthminder
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Jessica Platt, financial advisor New York NY

Jessica Platt

CRD Number: 5406815
Current Firm: Citigroup Global Markets Inc.

Jessica Platt (CRD# 5406815) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Chicago, IL Apr 2019 - Current 1
Extended Travel/unemployed Chicago, IL Nov 2018 - Apr 2019 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago, IL May 2013 - Oct 2018 5
Ronald Platt New York, NY Oct 2012 - May 2013 < 1
Deutsche Bank New York, NY May 2012 - Oct 2012 < 1
Credit Suisse Securities (usa) LLC New York, NY May 2010 - Apr 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2006
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Jessica H. Platt
By the Numbers
  • Total Assets Under Management
    32,924
    MILLIONS
  • Total Number of Accounts
    49,409
    ACCOUNTS
  • Average Account Value
    $666,364
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, WY

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