JC
JC

Jacob Cowen

2 Years of Experience
New York, NY
Broker

Jacob Cowen is a registered investment advisor, based in New York, NY, with 2 years of industry experience.

Location

Citi Private Bank, 388 Greenwich Street, 25th/29th Floor, New York, NY, 10013

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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, LLCBroker
October 2023 - Present · 2 yrs 7 mos
Citigroup Global Markets INC.
September 2023 - Present · 2 yrs 8 mos
Citigroup Global Markets INC.Broker
August 2023 - Present · 2 yrs 9 mos
State Registrations1 state
NY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jacob Cowen - Financial Advisor | TrueAdvisor