JH
JH

Jormiah Hayes

2 Years of Experience
Jacksonville, FL
2 DisclosuresBroker

Jormiah Hayes is a registered investment advisor at Citigroup Global Markets INC., based in Jacksonville, FL, with 2 years of industry experience. Jormiah 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.

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Location

Citi Wealth Management, NIC, 14000 Citi Cards Way, FL 2, Jacksonville, FL, 32258

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History

Regulatory History (2)
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Judgment / Lien
June 2025
Criminal
July 2023
Final Disposition
Other Business Activities

Jormiah works as a delivery driver for Instacart and Doordash. He spends a few hours per week on each of these activities.

Employment History
Current Registrations
Citigroup Global Markets INC.Broker
December 2024 - Present · 1 yr 7 mos
Citigroup Global Markets INC.
December 2024 - Present · 1 yr 7 mos
Citigroup Global Markets INC.
November 2024 - Present · 1 yr 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2022 - August 2023 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2022 - August 2023 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Jormiah Hayes - Financial Advisor | TrueAdvisor