Seia
43yrs
Top advisor by experience at Seia
17yrs
Jeffrey Halbert
Financial advisor at Citigroup Global Markets
Based in Aliso Viejo, California, Jeffrey Halbert is a fiduciary financial advisor with 17 years of industry experience. Jeffrey joined Citigroup Global Markets in 2023, after three years at Westmount Partners and two years at Telos Capital Management. Citigroup Global Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 126 advisors with offices in Aliso Viejo, and one of 115 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 64% of advisors at Citigroup Global Markets
OfficeAliso Viejo, CA
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
- 2023 – nowCitigroup Global Markets Inc.Current firm
- 2020 – 2023Westmount Partners, LLCPreviously
- Oct 2018 – Sep 2020Telos Capital Management, Inc.Previously
- Mar 2018 – Oct 2018Check Capital Management Inc.Previously
- Feb 2018 – Mar 2018Squar Milner Financial Services, LLCPreviously
- 2013 – 2018
- 2010 – 2012Morgan StanleyPreviously
Questions to ask Jeffrey
Tailored to Jeffrey’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 Jeffrey
How do I contact Jeffrey?
Call Citigroup Global Markets at 212-816-6000 and ask for Jeffrey Halbert. Jeffrey works from the Aliso Viejo, CA office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 2010, about 17 years. More experience than 64% of advisors at Citigroup Global Markets.
What licenses does Jeffrey hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jeffrey 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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