J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
New
Jonathan Lemos
Financial advisor at Citigroup Global Markets
Jonathan Lemos is a fiduciary financial advisor in San Francisco, California, registered since Jan 2026. Jonathan has been with Citigroup Global Markets since 2026. 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 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
OfficeCWM Retail, Sales 99 Post Street, San Francisco, CA 94104
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
- Jan 2026 – nowCitigroup Global Markets Inc.Current firm
Contact Jonathan
(212) 816-6000Firm headquarters in New York, NY. Ask for Jonathan. CWM Retail, Sales 99 Post StreetSan Francisco, CA 94104Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jonathan
How do I contact Jonathan?
Call Citigroup Global Markets at (212) 816-6000 and ask for Jonathan Lemos. Jonathan works from the San Francisco, CA office.
How long has Jonathan been a financial advisor?
Jonathan is new to the profession, registered since Jan 2026, and holds 2 licenses.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jonathan 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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