Jerry Hallberg
Jerry Hallberg is a registered investment advisor at Citigroup Global Markets INC., based in San Francisco, CA, with 43 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.
Location
Citi Retail Banking, 451 Montgomery Street, 2nd Floor- Suite 200, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jerry is a joint owner of a rental property in Tulare, CA since 2004, finding tenants, collecting rent, and handling repairs. He spends minimal time on this activity each month.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment Services
Citicorp Investment ServicesBroker
Cal Fed InvestmentsBroker
Glenfed Brokerage ServicesBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.