Jericho Talusan (CRD# 6992957) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fresno, CA and has over 5 years of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup | San Antonio, TX | Sep 2022 - Current | 1 |
| Citigroup | San Antonio, TX | Jul 2021 - Sep 2022 | 1 |
| Citigroup | San Antonio, TX | Feb 2020 - Jul 2021 | 1 |
| Unemployed | San Antonio, TX | Sep 2019 - Feb 2020 | < 1 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Oct 2018 - Sep 2019 | < 1 |
| Morgan Stanley | San Antonio, TX | Aug 2018 - Sep 2019 | 1 |
| Unemployed | San Antonio, TX | Dec 2017 - Jul 2018 | < 1 |
| Boy Scouts Of America Alamo Area Council | San Antonio, TX | Jul 2015 - Dec 2017 | 2 |
| Archdiocese Of San Antonio, Blessed Sacrament Catholic School | San Antonio, TX | Aug 2014 - Jul 2015 | < 1 |
| California State University, Bakersfield | Bakersfield, CA | Sep 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- TX
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Total Assets Under Management40,516MILLIONS
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Total Number of Accounts53,880ACCOUNTS
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Average Account Value$751,976
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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