Jason Sadeghbeigi is a registered investment advisor, based in Bellaire, TX, with 13 years of industry experience.
Location
Bellaire, TX
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Regulatory History
Clean regulatory record
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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Current Registrations
Citi Private Alternatives, LLCBroker
October 2020 - Present · 5 yrs 7 mos
Citigroup Global Markets INC.Broker
October 2020 - Present · 5 yrs 7 mos
Citi Private Alternatives, LLC
October 2020 - Present · 5 yrs 7 mos
Citigroup Global Markets INC.
October 2020 - Present · 5 yrs 7 mos
Citigroup Global Markets INC.
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - May 2020 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2018 - May 2020 · 2 yrs 1 mo
J.P. Morgan Securities LLCBroker
June 2012 - April 2018 · 5 yrs 10 mos
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.