Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josh? Claim Your ProfileJosh Jansen is a financial advisor with Citigroup Global Markets Inc., registered with the state of California. Josh has been working in the financial industry since April 30, 2017. Prior to joining Citigroup Global Markets Inc., Josh was employed by WELLS FARGO CLEARING SERVICES, LLC and CITI PRIVATE ADVISORY, LLC. Josh has passed the Series 7TO, SIE and Series 6 exams. Josh specializes in providing financial advice to individuals, businesses, investment companies, and charitable organizations.
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.
1
2
CA
12/20/2023 - Present
Citigroup Global Markets Inc. (San Francisco CA)
CA
08/03/2023 - 12/15/2023
WELLS FARGO CLEARING SERVICES, LLC (MILPITAS CA)
CA
03/30/2022 - 04/05/2023
CITI PRIVATE ADVISORY, LLC (Palo Alto CA)
CA
12/04/2018 - 04/05/2023
CITIGROUP GLOBAL MARKETS INC. (PALO ALTO CA)
CA
09/23/2016 - 08/28/2018
CITIGROUP GLOBAL MARKETS INC. (SANTA CLARA CA)
BOTH
Issued 07/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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