Jeffrey Bunch
Jeffrey Bunch is a registered investment advisor at Citigroup Global Markets INC., based in Washington, DC, with 27 years of industry experience. Jeffrey 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 Wealth Management, Sales, 1101 Pennsylvania Ave NW, Washington, DC, 20004
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2017Customer Dispute
October 2014Customer Dispute
February 2008Customer Dispute
February 2007Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
PNC Investments
PNC InvestmentsBroker
PNC InvestmentsBroker
PNC Investments
M&t Securities, INC.
M&t Securities, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Uvest Financial Services And/or Compass Capital
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Riggs Investment CORP.Broker
Pruco Securities CorporationBroker
Painewebber IncorporatedBroker
Josephthal Lyon & Ross IncorporatedBroker
State Registrations26 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.