Jeffrey Halbert is a registered investment advisor, based in Aliso Viejo, CA, with 15 years of industry experience.
Location
Aliso Viejo, CA
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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.
Learn about disclosures →Employment History
Current Registrations
Citigroup Global Markets INC.Broker
December 2023 - Present · 2 yrs 7 mos
Citi Private Alternatives, LLC
December 2023 - Present · 2 yrs 7 mos
Citigroup Global Markets INC.
December 2023 - Present · 2 yrs 7 mos
Citi Private Alternatives, LLCBroker
December 2023 - Present · 2 yrs 7 mos
Citigroup Global Markets INC.
October 2023 - Present · 2 yrs 9 mos
Previous Registrations
Westmount Asset Management, LLC
September 2020 - October 2023 · 3 yrs 1 mo
Telos Capital Management, INC.
October 2018 - September 2020 · 1 yr 11 mos
Check Capital Management INC
March 2018 - October 2018 · 7 mos
Squar Milner Financial Services, LLC
February 2018 - March 2018 · 1 mo
Allegis Investment Services, LLCBroker
February 2018 - March 2018 · 1 mo
Raymond James Financial Services Advisors, INC
July 2013 - February 2018 · 4 yrs 7 mos
Raymond James Financial Services, INC.Broker
June 2013 - February 2018 · 4 yrs 8 mos
Morgan Stanley
April 2010 - October 2012 · 2 yrs 6 mos
Morgan StanleyBroker
March 2010 - October 2012 · 2 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.