Merrill
47yrs
Top advisor by experience in Oak Brook
8yrs
Johnathan Ellison
Financial advisor at Citigroup Global Markets
Based in Oak Brook, Illinois, Johnathan Ellison is a fiduciary financial advisor with 8 years of industry experience. Johnathan joined Citigroup Global Markets in 2023, after less than a year at Cetera Investment Advisers and less than a year at Harrisdirect. 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 540 advisors with offices in Oak Brook, and one of 523 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeCiti Wealth Management, Sales, 1900 Spring Rd, Suite 101, Oak Brook, IL 60523
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowCitigroup Global Markets Inc.Current firm
- Aug 2023 – Dec 2023Cetera Investment Advisers LLCPreviously
- Nov 2022 – Mar 2023Harrisdirect LLCPreviously
- 2018 – 2021J.P. Morgan Securities LLCPreviously
Contact Johnathan
(212) 816-6000Firm headquarters in New York, NY. Ask for Johnathan. Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101Oak Brook, IL 60523Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Johnathan
Tailored to Johnathan’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 Johnathan
How do I contact Johnathan?
Call Citigroup Global Markets at (212) 816-6000 and ask for Johnathan Ellison. Johnathan works from the Oak Brook, IL office.
How long has Johnathan been a financial advisor?
Johnathan has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Johnathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Johnathan a fiduciary?
Johnathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Johnathan paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Johnathan 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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