Jason Molnar
Jason Molnar is a CFP-designated registered investment advisor at Citigroup Global Markets INC., based in Wilmington, DE, with 14 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 59,829 clients with $56B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Citigroup Global Markets provides a comprehensive written financial plan at no direct fee to eligible clients of Citi Private Bank and Citi Global Wealth at Work. The service includes developing a financial profile, analyzing current financial position, and providing recommendations for education, retirement, estate planning, and other long-term goals.
Location
Citi Private Bank, the Brandywine Building, 1000 N West Street, 4th Floor, Wilmington, DE, 19801
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
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.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Citi Private Alternatives, LLCBroker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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
More Advisors
- Michael Fisher, CFPDiversified, LLC
- Spencer Staples, CFPEconalpha Advisors
- Robert Mitchell, CFASteadtrust
- Daniel Hauschild, CFPTcfg Investment Advisors, LLC
- Anthony Passerini, ChFCAjp Financial Services, LLC
- Harold Sawyer, CFAWestover Capital Advisors, LLC