Juan Wilson
Juan Wilson is a registered investment advisor at Citigroup Global Markets INC., based in Los Angeles, CA, with 2 years of industry experience. Juan 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
Los Angeles, CA
Get directionsHistory
Regulatory History (1)
Criminal
October 2019Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
Citi Private Alternatives, LLCBroker
State Registrations4 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
More Advisors
- Kamran MubasharCitigroup Global Markets INC.
- Tan Doan, ChFCCitigroup Global Markets INC.
- Amir Kryner, CFPCitigroup Global Markets INC.
- Robert Mourad, CFPCitigroup Global Markets INC.
- Bernard ReinaCitigroup Global Markets INC.
- Imran Faruqui, CFPCitigroup Global Markets INC.