Jeffrey Tong is a registered investment advisor, based in San Francisco, CA, with 7 years of industry experience.
Location
Citi Private Bank, 1 Market Plaza, 42nd Floor, San Francisco, CA, 94105
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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
Citi Private Alternatives, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Citi Private Alternatives, LLC
June 2021 - Present · 4 yrs 11 mos
Citigroup Global Markets INC.
March 2019 - Present · 7 yrs 2 mos
Citigroup Global Markets INC.Broker
January 2019 - Present · 7 yrs 4 mos
Citigroup Global Markets INC.
January 2019 - Present · 7 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.