Jay Moldenhauer
Jay Moldenhauer is a registered investment advisor at Citigroup Global Markets INC., based in O'Fallon, MO, with 3 years of industry experience. Jay is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 59,829 clients with $56B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Citigroup Global Markets provides a comprehensive written financial plan at no direct fee to eligible clients of Citi Private Bank and Citi Global Wealth at Work. The service includes developing a financial profile, analyzing current financial position, and providing recommendations for education, retirement, estate planning, and other long-term goals.
Location
CWM Retail, National Sales, 1000 Technology Drive, 3rd Fl, O'Fallon, MO, 63368
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Regulatory History (6)
Financial
June 2022Financial
October 2020Financial
July 2020Financial
June 2020Financial
April 2020Financial
April 2020Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 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.
Exams
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