EP Wealth Advisors
47yrs
Top advisor by experience in Torrance
3yrs
Jonathan Ip
Financial advisor at Citigroup Global Markets
Based in Torrance, California, Jonathan Ip is a fiduciary financial advisor with 3 years of industry experience. Jonathan has been with Citigroup Global Markets since 2023. 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 509 advisors with offices in Torrance, and one of 441 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeCWM Retail, Sales 3812 Sepulveda Blvd., Torrance, CA 90505
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
Contact Jonathan
(212) 816-6000Firm headquarters in New York, NY. Ask for Jonathan. CWM Retail, Sales 3812 Sepulveda Blvd.Torrance, CA 90505Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Jonathan
Tailored to Jonathan’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 Jonathan
How do I contact Jonathan?
Call Citigroup Global Markets at (212) 816-6000 and ask for Jonathan Ip. Jonathan works from the Torrance, CA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2023, about 3 years. 3 years in the industry.
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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