Jorge Menendez
Jorge Menendez is a registered investment advisor at Citigroup Global Markets INC., based in Miami, FL, with 18 years of industry experience. Jorge 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
CWM Retail, Sales, 8750 Doral Boulevard, Main Floor, Miami, FL, 33178
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2023Customer Dispute
June 2014Other Business Activities
Jorge owns a rental property in Miami, FL, since 2019, from which he receives passive income. Building management handles upkeep, and Jorge devotes minimal time to this activity.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Morgan Keegan & Company, INC.Broker
Amtrust Investment Services, INC.Broker
Quest Capital Strategies, INC.Broker
State Registrations12 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.
Exams
More Advisors
- Maurizio Polcino, CFACitigroup Global Markets INC.
- Maria Pereira, CFACitigroup Global Markets INC.
- Leonardo StivelmanCitigroup Global Markets INC.
- Jericho BorgesCitigroup Global Markets INC.
- Marylu NichollsCitigroup Global Markets INC.
- Pedro Liano, CFACitigroup Global Markets INC.