JM
JM

Jenny Morales

10 Years of Experience
Washington, DC
Broker

Jenny Morales is a registered investment advisor, based in Washington, DC, with 10 years of industry experience.

Location

Citi Private Bank, 1101 Pennsylvania Ave, NW, 11th Floor, Washington, DC, 20004

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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.

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Employment History
Current Registrations
Citi Private Alternatives, LLC
March 2017 - Present · 9 yrs 2 mos
Citi Private Alternatives, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Citigroup Global Markets INC.
September 2016 - Present · 9 yrs 8 mos
Citigroup Global Markets INC.Broker
September 2016 - Present · 9 yrs 8 mos
Citigroup Global Markets INC.
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Morgan Stanley
September 2015 - September 2016 · 1 yr
Morgan StanleyBroker
June 2015 - September 2016 · 1 yr 3 mos
State Registrations26 states
ALAZCACOCTDCFLGAILKSMAMDMNNCNJNYOHORPASCTNTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jenny Morales - Financial Advisor | TrueAdvisor