JO
JO

Jason Orzechowski

13 Years of Experience
West Palm Beach, FL
Broker

Jason Orzechowski is a registered investment advisor, based in West Palm Beach, FL, with 13 years of industry experience.

Location

Citi Private Bank, 777 S. Flagler Drive, Suite 1600 West, West Palm Beach, FL, 33401

Get directions

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.

Learn about disclosures →
Other Business Activities

Jason owns rental property in Sparta, NJ, since 2017, but devotes no time to it. Additionally, Jason's son sells sports collectibles on eBay, and while the income may currently be classified under Jason's name, he plans to incorporate it into a formal business via LLC.

Employment History
Current Registrations
Citi Private Alternatives, LLC
March 2017 - Present · 9 yrs 4 mos
Citi Private Alternatives, LLCBroker
March 2017 - Present · 9 yrs 4 mos
Citigroup Global Markets INC.
December 2014 - Present · 11 yrs 7 mos
Citigroup Global Markets INC.Broker
September 2014 - Present · 11 yrs 10 mos
Citigroup Global Markets INC.
September 2014 - Present · 11 yrs 10 mos
Previous Registrations
Bailer Trading LLCBroker
September 2003 - March 2005 · 1 yr 6 mos
Sussex Securities LLCBroker
August 2000 - April 2001 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Jason Orzechowski - Financial Advisor | TrueAdvisor