J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
18yrs
Jay Backstrand
Financial advisor at Citigroup Global Markets
Based in San Francisco, California, Jay Backstrand is a fiduciary financial advisor with 18 years of industry experience. Jay joined Citigroup Global Markets in 2017, a firm offering financial planning, investment management, and private fund management. Citigroup Global Markets reports being paid through a percentage of assets and flat fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 68% of advisors at Citigroup Global Markets
OfficeCiti Private Bank 1 Market Plaza, 42nd Floor, San Francisco, CA 94105
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$714,318
Advisors at the firm2,402
States licensed ?1 state
Services through Citigroup Global Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowCitigroup Global Markets Inc.Current firm
Contact Jay
(212) 816-6000Firm headquarters in New York, NY. Ask for Jay. Citi Private Bank 1 Market Plaza, 42nd FloorSan Francisco, CA 94105Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Jay
Tailored to Jay’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jay
How do I contact Jay?
Call Citigroup Global Markets at (212) 816-6000 and ask for Jay Backstrand. Jay works from the San Francisco, CA office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2008, about 18 years. More experience than 68% of advisors at Citigroup Global Markets.
What licenses does Jay hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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