Adviser and broker representative · Citigroup Global Markets Inc.
Jason L. Levene
CRD 5360717 · New York, NY
At a glance
Jason L. Levene is an investment adviser representative with Citigroup Global Markets Inc. in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jason’s SEC record dates to 2021, about 4 years ago. Jason is also registered as a broker representative.
Current advisory firm
- Citigroup Global Markets Inc.Since November 2021New York, NY · $56B in regulatory assets
SEC adviser record
- Registered since
- 2021 (4 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jason’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.