Jarad Tong
Investment Adviser Representative at Citigroup Global Markets Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jarad Tong is an investment adviser representative with Citigroup Global Markets Inc. in New Hyde Park, NY, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
1 state or territory
New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 – Feb 2026Oceanside, NY
- CitibankApr 2022 – Nov 2024Commack, NY
- LanguageLine SolutionSep 2024 – Nov 2024Monterey, CA
- LA FitnessAug 2021 – Mar 2022Patchogue, NY
- King O'rourke CadillacMar 2021 – Aug 2021Smithtown, NY
- LA FitnessFeb 2019 – Mar 2021Commack, NY
- EquinoxMar 2017 – Feb 2019Woodbury, NY
- LA FitnessDec 2016 – Mar 2017Commack, NY
- University of PhenixJan 2019 – May 2019Phoenix, AZ
- Suffolk County Community CollegeMay 2015 – Dec 2018Brentwood, NY
- Bank of America, N.A.Jan 2025 – Feb 2026Oceanside, NY
- CititgroupMar 2026 – no end date reportedNew York, NY
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Citigroup Global Markets Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,405
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-3387
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 10, 2026
View full firm profileOther advisors at Citigroup Global Markets Inc.
Showing 12 of 2,405 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jarad Tong has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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