JP
CFP
JP
CFP

Jay Post

27 Years of Experience
Greenwich, CT
Broker

Jay Post is a CFP-designated registered investment advisor, based in Greenwich, CT, with 27 years of industry experience.

Location

Citi Private Bank, 3 Greenwich Office Park, 3rd Floor, Greenwich, CT, 06831

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Citi Private Alternatives, LLCBroker
April 2017 - Present · 9 yrs 1 mo
Citi Private Alternatives, LLC
April 2017 - Present · 9 yrs 1 mo
Citigroup Global Markets INC.
May 2007 - Present · 19 yrs
Citigroup Global Markets INC.Broker
May 2007 - Present · 19 yrs
Citigroup Global Markets INC.
May 2007 - Present · 19 yrs
Previous Registrations
Citicorp Investment Services
December 2002 - May 2007 · 4 yrs 5 mos
Citicorp Investment ServicesBroker
July 1998 - May 2007 · 8 yrs 10 mos
State Registrations28 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jay Post - Financial Advisor | TrueAdvisor