Jonathan Leis, financial advisor Port Jefferson Station NY
93 score

Jonathan Leis

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Jonathan B. Leis
Phone Number: 212-816-6000
Registered State(s):
  • NJ
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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