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JH

Jordan C. Hall

CITIGROUP GLOBAL MARKETS
Miami, FL 33131
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CRD#: 7433496
JH

Professional summary


Jordan C Hall is a registered financial professional currently at CITIGROUP GLOBAL MARKETS INC. located in Miami, Florida and CITI PRIVATE ALTERNATIVES, LLC located in Miami, Florida.

Jordan is registered as a RR (Registered Representative) and started their career in finance in 2021. Jordan has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Jordan C Hall's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 20, 2021 - Present

CITIGROUP GLOBAL MARKETS INC.

Office #1: Citi Private Bank 201 S. Biscayne Blvd. 33rd Floor, Miami, FL, 33131
RIA
BD
CRD#: 7059
Miami, FL
Current

May 2, 2023 - Present

CITI PRIVATE ALTERNATIVES, LLC

Office #1: Citi Private Bank 201 S. Biscayne Blvd. 33rd Floor, Miami, FL, 33131
RIA
BD
CRD#: 153777
Miami, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(1/10/2022)
RR
California
(1/10/2022)
RR
Colorado
(12/23/2021)
RR
Connecticut
(1/10/2022)
RR
Delaware
(1/10/2022)
RR
District of Columbia
(12/23/2021)
RR
Florida
(12/23/2021)
RR
Georgia
(1/10/2022)
RR
Idaho
(1/10/2022)
RR
Illinois
(1/10/2022)
RR
Indiana
(1/10/2022)
RR
Kentucky
(1/10/2022)
RR
Louisiana
(12/23/2021)
RR
Maine
(1/10/2022)
RR
Maryland
(12/23/2021)
RR
Massachusetts
(1/10/2022)
RR
Michigan
(1/10/2022)
RR
Minnesota
(1/10/2022)
RR
Mississippi
(1/10/2022)
RR
New Hampshire
(1/10/2022)
RR
New Jersey
(1/10/2022)
RR
New Mexico
(1/10/2022)
RR
New York
(1/10/2022)
RR
Ohio
(12/26/2021)
RR
Oklahoma
(1/10/2022)
RR
Oregon
(1/10/2022)
RR
Pennsylvania
(1/10/2022)
RR
Puerto Rico
(12/23/2021)
RR
Rhode Island
(1/10/2022)
RR
South Carolina
(1/10/2022)
RR
Tennessee
(1/10/2022)
RR
Texas
(1/10/2022)
RR
Utah
(1/10/2022)
RR
Vermont
(1/10/2022)
RR
Virginia
(1/10/2022)
RR
Washington
(1/10/2022)
RR
West Virginia
(1/10/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 1/10/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/18/2021
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
24X National Exchange LLC
SRO Registrations
RR
BOX Exchange LLC
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe C2 Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
Long-Term Stock Exchange, Inc.
SRO Registrations
RR
MEMX LLC
SRO Registrations
RR
MIAX Emerald, LLC
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
MIAX Sapphire
SRO Registrations
RR
Miami International Securities Exchange, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq GEMX, LLC
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq MRX, LLC
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


CP
CITI PRIVATE ALTERNATIVES, LLC
CITI GLOBAL ADVISORY, LLC | CITI PRIVATE ALTERNATIVES, LLC | CITI PRIVATE ADVISORY,LLC | CITI PRIVATE ADVISORY, LLC | CITI GLOBAL ALTERNATIVES, LLC

CRD#: 153777 / SEC#: 801-71561, 8-69789

RIA
Registered Investment Advisory firm - SEC (6/30/2010 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
388 Greenwich Street 29th Floor, New York, NY 10013
Mailing Address
388 Greenwich Street 29th Floor, New York, NY 10013
Phone number
(212) 559-1000
Established
Delaware since 04/01/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
95

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
CITIGROUP INVESTMENT PARTNERSMEMBER
CONWAY, JOHN JAMESPRINCIPAL FINANCIAL OFFICER (FINOP)1584619
DE ANDRADE, ROBERTO CARLOSMANAGER5841299
JEAN-BAPTISTE, ALEXCHIEF COMPLIANCE OFFICER6828963
ODONNELL, DANIEL GLENNMANAGER3160132
ODONNELL, NIALLPRINCIPAL OPERATIONS OFFICER6830897
REMAK, MICHAEL DAVIDCEO/MANAGER2914374

Regulatory assets under management


Total Number of Accounts183
AUM (Assets Under Management)$ 18,347,749,864

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CITI PRIVATE ALTERNATIVES, LLC

CRD#: 153777Miami, FL 33131

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