JT
JT

John Tijerino

11 Years of Experience
Beverly Hills, CA
Broker

John Tijerino is a registered investment advisor at Citigroup Global Markets INC., based in Beverly Hills, CA, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2418 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

Fee Structure

CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.

Loading...

Location

Citi Private Bank, 407 N. Maple Drive, Suite 150, Beverly Hills, CA, 90210

Get directions

History

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.
August 2022 - Present · 3 yrs 9 mos
Citigroup Global Markets INC.
August 2022 - Present · 3 yrs 9 mos
Citi Private Alternatives, LLC
August 2022 - Present · 3 yrs 9 mos
Citigroup Global Markets INC.Broker
August 2022 - Present · 3 yrs 9 mos
Citi Private Alternatives, LLCBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2019 - May 2022 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2019 - May 2022 · 2 yrs 9 mos
Citigroup Global Markets INC.
September 2017 - September 2019 · 2 yrs
Citigroup Global Markets INC.Broker
September 2017 - September 2019 · 2 yrs
Unionbanc Investment Services, LLC
January 2013 - February 2016 · 3 yrs 1 mo
Unionbanc Investment Services, LLCBroker
October 2012 - February 2016 · 3 yrs 4 mos
State Registrations11 states
AZCACTDCFLKSNJNVNYPASC
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.