Jonathan LeisCRD Number: 4596443
Current Firm: Citigroup Global Markets Inc.
Jonathan Leis (CRD# 4596443) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Port Jefferson Station, NY and has over 15 years of experience in the finance industry.
Axa Advisors, LLC
American Portfolios Advisors, Inc.
Royal Alliance Associates, Inc.
|Citigroup Global Markets Inc.||Port Jefferson, NY||Dec 2012 - Current||4|
|Hsbc Bank Usa||Port Jefferson, NY||Feb 2006 - Dec 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
Total Assets Under Management22,285MILLIONS
Total Number of Accounts42,945ACCOUNTS
Average Account Value$518,927
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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