Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Gursky is a financial advisor with Citigroup Global Markets Inc. Jason has been in the industry since 2008. Jason is a Series 7, 24, 86, and 87 licensed professional. Jason has been registered with the state of California for over 15 years, with a current registration date of 9/12/2022. Jason has also been registered with Alabama, Alaska, Arizona, Arkansas, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming since 9/12/2022. Jason is currently registered with FINRA. Jason is a licensed professional in all 50 states. Citigroup Global Markets Inc. is a large broker dealer with over $50 billion in assets under management. Citigroup Global Markets Inc. provides financial advice and services to a variety of clients, including high-net-worth individuals, corporations, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
09/12/2022 - Present
Citigroup Global Markets Inc. (San Francisco CA)
CA
03/28/2008 - 01/02/2018
CITIGROUP GLOBAL MARKETS INC. (San Francisco CA)
CA
09/09/2003 - 03/10/2008
J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 09/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 03/24/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/04/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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