Jodi Citron is a registered investment advisor, based in Shrewsbury, NJ, with 17 years of industry experience.
Location
830 Broad Street, Suite 5, Shrewsbury, NJ, 07702
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Jodi works as a Wealth Management Associate, Branch Manager, and Financial Advisor for The Cutrupi Group, LLC. This takes minimal time and is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2019 - Present · 6 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Morgan Stanley
November 2016 - November 2019 · 3 yrs
Morgan StanleyBroker
September 2012 - November 2019 · 7 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
April 2012 - August 2012 · 4 mos
Pruco Securities, LLC.Broker
March 2011 - April 2011 · 1 mo
Evolution Financial Technologies, LLCBroker
June 2004 - December 2004 · 6 mos
Credit Suisse First Boston CorporationBroker
March 2000 - December 2002 · 2 yrs 9 mos
State Registrations20 states
ALAZCACODEFLGAMAMDNCNHNJNYORPASCTXUTVAWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.