Jason Molnar
Jason Molnar is a CFP-designated registered investment advisor at Citigroup Global Markets INC., based in Wilmington, DE, with 13 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, the Brandywine Building, 1000 N West Street, 4th Floor, Wilmington, DE, 19801
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Regulatory History
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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Jason owns multiple rental properties, some of which are investment-related, and coaches youth soccer and high school lacrosse. He spends minimal time on the rental properties and a few hours per week on soccer, but coaching lacrosse takes about 10-20% of his time outside of trading hours.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citi Private Alternatives, LLCBroker
Citi Private Alternatives, LLC
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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