JK
JK

Justin Koroyan

15 Years of Experience
Calabasas, CA
1 DisclosureBroker

Justin Koroyan is a registered investment advisor at Citigroup Global Markets INC., based in Calabasas, CA, with 15 years of industry experience. Justin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2402 advisors
IM Fee
Planning only
Assets Under Management
$56.0B

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.

One-Time Plan:$0
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Location

Calabasas, CA

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History

Regulatory History (1)
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Customer Dispute
June 2017
Denied
Employment History
Current Registrations
Citigroup Global Markets INC.
September 2026 - Present · 1 mo
Citigroup Global Markets INC.
September 2026 - Present · 1 mo
Citigroup Global Markets INC.Broker
September 2026 - Present · 1 mo
Previous Registrations
J.P. Morgan Securities LLC
August 2023 - September 2026 · 3 yrs 1 mo
J.P. Morgan Securities LLCBroker
August 2023 - September 2026 · 3 yrs 1 mo
City National Securities, INC.
May 2018 - August 2023 · 5 yrs 3 mos
City National Securities, INC.Broker
May 2018 - August 2023 · 5 yrs 3 mos
Hsbc Securities (USA) INC.
May 2016 - June 2018 · 2 yrs 1 mo
Hsbc Securities (USA) INC.Broker
May 2016 - June 2018 · 2 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - April 2016 · 3 yrs 6 mos
J.P. Morgan Securities LLC
October 2012 - April 2016 · 3 yrs 6 mos
Chase Investment Services CORP.
July 2012 - October 2012 · 3 mos
Chase Investment Services CORP.Broker
July 2012 - October 2012 · 3 mos
Morgan Stanley Smith Barney LLC
January 2011 - July 2012 · 1 yr 6 mos
Morgan Stanley Smith BarneyBroker
October 2010 - July 2012 · 1 yr 9 mos
State Registrations8 states
AZCAFLNMNVNYORTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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