Jason Silberman
Jason Silberman is a CFP-designated registered investment advisor at Citigroup Global Markets INC., based in Beverly Hills, CA, with 17 years of industry experience. Jason 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 Private Bank, 407 N. Maple Drive, Suite 150, Beverly Hills, CA, 90210
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2010Other Business Activities
Jason is a member of Atlas Grossmont LLC, a passive real estate investment, since 2021. He is also a self-employed golf instructor, dedicating minimal time to this activity.
Employment History
Current Registrations
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.Broker
Citi Private Alternatives, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
State Registrations19 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.