Huimin Jiang
Huimin Jiang is a CFP-designated registered investment advisor at Citigroup Global Markets INC., based in El Cerrito, CA, with 11 years of industry experience. Huimin 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
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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 Retail Banking, 3030 El Cerrito Plaza,, El Cerrito, CA, 94530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Huimin owns rental properties in Richmond and San Pablo, CA, and Sapporo, Japan, and is a silent owner of Nomi Tea LLC. These activities require minimal time commitment.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations9 states
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Exams
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