Jordan Botvinik
Jordan Botvinik is a registered investment advisor at Citigroup Global Markets INC., based in Teaneck, NJ, with 10 years of industry experience. Jordan 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
Teaneck, NJ
Get directionsHistory
Regulatory History
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 →Other Business Activities
Jordan is a 1st Lieutenant in the United States Army National Guard, serving as a platoon leader in a communications unit. This takes minimal time during securities trading hours and a few hours per week outside of trading hours.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.Broker
Citi Private Alternatives, LLC
Citigroup Global Markets INC.
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Morgan Stanley
Morgan StanleyBroker
J.P. Morgan Securities LLCBroker
State Registrations53 states
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.