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Jia Xing Wei

Investment Adviser Representative at Citigroup Global Markets Inc.

San Bruno, CACRD #6053554Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jia Xing Wei is an investment adviser representative with Citigroup Global Markets Inc. in San Bruno, CA, where they have been registered since 2025. They have worked in the securities industry since 2015 and have been registered with 4 firms, including Cetera Investment Services LLC and Waddell & REED. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in California.

Office

Citi Retail Banking, 475 San Mateo Avenue
San Bruno, CA 94066

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
3 states and territories

Arizona, California, Nevada

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/17/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 6/13/2013
SIE
Securities Industry Essentials Examination
Passed 9/8/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/3/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Citigroup Global Markets Inc.Current
6/17/2025 – San Bruno, CA
Cetera Investment Services LLC
11/20/2018 – 2/14/2025San Francisco, CA
Cetera Investment Services LLC
6/11/2016 – 9/8/2018San Francisco, CA
Waddell & REED
11/5/2014 – 11/21/2014San Mateo, CA
J.p. Morgan Securities LLC
6/4/2013 – 6/23/2014San Francisco, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. EAST WEST BANK
    Jun 2016 – Aug 2018San Francisco, CA
  2. Cetera Investment Services LLC
    Jun 2016 – Aug 2018St Cloud, MN
  3. CTBC BANK
    Aug 2018 – Dec 2024Cupertino, CA
  4. Cetera Investment Services LLC
    Nov 2018 – Dec 2024St. Cloud, MN
  5. Citigroup
    Jan 2025 – no end date reportedSan Carlos, CA

Official records & sources

Data as of June 28, 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersSecurity Ratings and Pricing

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

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 profile

Other advisors at Citigroup Global Markets Inc.

Showing 12 of 2,405 in the directory

View Citigroup Global Markets Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jia Xing Wei 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jia Xing Wei (Citigroup Global Markets) - Fees & Credentials