Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Backstrand is an investment advisor representative at Citigroup Global Markets Inc. with more than 9 years of experience in the financial services industry. Jay is registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advice in all states. Jay’s area of expertise includes investment strategies and financial planning for a wide range of clients, including individuals, families, and businesses. Prior to joining Citigroup Global Markets Inc., Jay worked at J.P. Morgan Securities LLC. Jay is committed to providing his clients with personalized investment advice and helping them achieve their financial goals.
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
12/20/2017 - Present
Citigroup Global Markets Inc. (SAN FRANCISCO CA)
CA
10/01/2008 - 10/23/2017
J.P. MORGAN SECURITIES LLC (PALO ALTO CA)
CA
03/07/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 12/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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