JW
JW

Juan Wilson

1 Year of Experience
Ny, NY
1 DisclosureBroker

Juan Wilson is a registered investment advisor, based in Ny, NY, with 1 years of industry experience.

Location

Citi Private Bank, 153 E 53rd St, 24th, 25th FL, Ny, NY, 10022

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
October 2019
Final Disposition
Employment History
Current Registrations
Citi Private Alternatives, LLCBroker
January 2025 - Present · 1 yr 4 mos
Citi Private Alternatives, LLC
January 2025 - Present · 1 yr 4 mos
Citigroup Global Markets INC.
October 2024 - Present · 1 yr 7 mos
Citigroup Global Markets INC.Broker
September 2024 - Present · 1 yr 8 mos
Citigroup Global Markets INC.
September 2024 - Present · 1 yr 8 mos
State Registrations4 states
CANYUTWA
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.
Juan Wilson - Financial Advisor | TrueAdvisor