Jordan Greene
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.
Jordan Greene is an investment adviser representative with Citigroup Global Markets Inc. in Atlanta, GA, where they have been registered since 2026. They have worked in the securities industry since 2021 and have been registered with 3 firms, including J.p. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in Georgia.
Office
Advisors at this office: 16
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
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 IncorporatedSep 2020 – Mar 2022Charlotte, NC
- Bank of America, N.A.Oct 2019 – Mar 2022Charlotte, NC
- Clemson UniversityMay 2015 – May 2019Clemson, SC
- UnemployedJun 2019 – Sep 2019Charlotte, NC
- JPMorgan Chase Bank, NAApr 2022 – Sep 2025Charlotte, NC
- JPMorgan Securities LLCApr 2022 – Sep 2025Charlotte, NC
- Greener Side Estates, LLCDec 2021 – Sep 2025Charlotte, NC
- Greener Ventures Co. LLCFeb 2022 – Sep 2025Charlotte, NC
- Hella Vibes LLCMay 2023 – Sep 2025Charlotte, NC
- CitigroupJan 2026 – no end date reportedAtlanta, GA
- UnemployedSep 2025 – Dec 2025Charlotte, NC
Official records & sources
Data as of August 10, 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.
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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. Jordan Greene 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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