Merrill
45yrs
Top advisor by experience in Jersey City
11yrs
Based in Jersey City, New Jersey, Peter Klock is a fiduciary financial advisor with 11 years of industry experience. Peter joined Citigroup Global Markets in 2024, after three years at Raymond James & Associates and a year at Raymond James Financial Services Advisors. 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 468 advisors with offices in Jersey City, and one of 448 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 52% of advisors in Jersey City
Office480 Washington Boulevard, Jersey City, NJ 07310
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
- Oct 2024 – nowCitigroup Global Markets Inc.Current firm
- 2020 – 2022Raymond James & Associates, Inc.Previously
- Dec 2018 – Dec 2019
- Jul 2017 – Dec 2018Wells Fargo Clearing Services, LLCPreviously
Contact Peter
480 Washington BoulevardJersey City, NJ 07310Office · Get directions Firm main line(212) 816-6000Headquarters: Citigroup Global Markets · New York, NY YouTube channelCitigroup Global Markets
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Questions to ask Peter
Tailored to Peter’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 Peter
How do I contact Peter?
Call Citigroup Global Markets at (212) 816-6000 and ask for Peter Klock. Peter works from the Jersey City, NJ office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2015, about 11 years. More experience than 52% of advisors in Jersey City.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Peter 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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