UBS Financial Services
47yrs
Top 1% by experience in Atlanta
11yrs
Jesse Park
Financial advisor at Citigroup Global Markets
Jesse Park is a fiduciary financial advisor in Atlanta, Georgia, with 11 years in the industry. Jesse joined Citigroup Global Markets in 2025, 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 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
OfficeAtlanta, GA
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$714,318
Advisors at the firm2,402
States licensed ?2 states
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
- May 2025 – nowCitigroup Global Markets Inc.Current firm
Questions to ask Jesse
Tailored to Jesse’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jesse
How do I contact Jesse?
Call Citigroup Global Markets at (212) 816-6000 and ask for Jesse Park. Jesse works from the Atlanta, GA office.
How long has Jesse been a financial advisor?
Jesse has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Jesse hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jesse a fiduciary?
Jesse is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jesse paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jesse 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.
Other advisors nearby
Carter, Terry & Company
47yrs
Top advisor by experience at Carter, Terry & Company
Register Financial Advisors
47yrs
Top advisor by experience at Register Financial Advisors
J.P. Morgan Securities
47yrs
Top 1% by experience in Atlanta
Morgan Stanley
47yrs
Top 1% by experience in Atlanta
Wells Fargo Advisors
47yrs
Top 1% by experience in Atlanta