Tory JonesCRD Number: 7422629
Current Firm: Citigroup Global Markets Inc.
Tory Jones (CRD# 7422629) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Tampa, FL and has 1 year of experience in the finance industry.
Commonwealth Financial Network
Financial Guidance Group, Inc.
Raymond James & Associates, Inc.
|Citibank||Stamford, CT||Aug 2021 - Current||< 1|
|Becc Advisory||Ridgefield, CT||Jul 2015 - Aug 2021||6|
|General Electric Asset Management||Stamford, CT||Sep 1987 - Jul 2015||27|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
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