Jessa ShirmanCRD Number: 5884431
Current Firm: Citigroup Global Markets Inc.
Jessa Shirman (CRD# 5884431) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Francisco, CA and has over 11 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Citigroup||San Francisco, CA||Nov 2017 - Current||5|
|Unemployed||San Francisco, CA||Oct 2016 - Nov 2017||1|
|J.p. Morgan Securities LLC||Millbrae, CA||Oct 2012 - Oct 2016||4|
|Jpmorgan Chase Bank Na||San Francisco, CA||Jul 2009 - Oct 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2011|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management43,883MILLIONS
Total Number of Accounts54,186ACCOUNTS
Average Account Value$809,861
- 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, WY
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