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Jonathan Van Dijk

Advisor at Citigroup Global Markets — Los Angeles, CA

Updated today

Credentials

Series 66

Experience

12 years

Location

Los Angeles, CA

Citigroup Global Markets logo

Citigroup Global Markets

Enterprise

Total advisors

2,414

Across 526 offices

Clients per advisor

24 Very Low

Avg AUM per client

$714,318 High

HNW client ratio

40% Very High

About

Jonathan Van Dijk is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Bank of America, N.A., and Merrill. He is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional scale combined with specialized market roles.

Client services

Based on Citigroup Global Markets

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Security ratings or pricing Asset allocation advice

Expertise

Based on Citigroup Global Markets

Tax-loss harvesting ESG / Sustainable investing

Occupation focus

Based on Citigroup Global Markets

Executive Founder/Business Owner Attorney Consultant Technology Professional

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Fee options

Percentage

$25,000+: Up to 2.00% annual, negotiable based on multiple factors $25,000,000+: Up to 2.00% annual, negotiable (for Discretionary Bespoke and Advisory Portfolios Custom minimums this high) $100,000+: Up to 2.00% annual, negotiable (varies by program and investment option)

Performance-based

Certain third-party investment managers and private funds may charge performance fees in addition to asset-based fees; CGMI does not charge performance fees at portfolio level.

Other

Account minimum: Varies by program and client segment; lowest specific stated minimum is $25,000 (e.g., Dynamic Allocation Portfolios – UMA Program minimum $25,000; MACS Citi Active Allocation Standard portfolio minimum $25,000; Fiduciary Services and Manager Selection Program minimum $50,000; other programs have much higher minimums, some up to $25 million or more). Because multiple minimums are stated depending on program and investment option, overall account minimum not a single value.

Location

See office

Los Angeles, CA

Los Angeles CA

Advisors at this office

9

Most active in

California

Work history

12 years of industry experience

Citigroup

2024 - Present • 2 years

Los Angeles, CA

Wells Fargo Clearing

2018 - 2024 • 6 years

Los Angeles, CA

Bank Of America, N.a.

2014 - 2018 • 4 years

Pasadena, CA

Merrill

2014 - 2018 • 4 years

Pasadena, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Drew F

Series 65

Los Angeles, CA

Wideframe Wealth

Drew Feldman is the founder of WideFrame Wealth in Los Angeles, serving nationwide. He is an Accredited Portfolio Management Advisor™ and holds a Series 65 designation. Flat fee, fee only.

General tax planning Equity compensation tax strategy Factor investing / smart beta Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Artists or Creative Self-Employed Founder/Business Owner Real Estate Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Jai P

Series 66

Santa Monica, CA

Archer Investment Corporation

Jai Prabakaran is a financial advisor with Archer Investment Corporation and holds a Series 66 designation. He has four years of industry experience and previously worked at Bankers Life and HD Vest. Prabakaran is also president of Pacific ERP Inc., a technology consulting firm specializing in accounting software and data management, as well as Pacific Taxes and Investments, which provides tax preparation and accounting services. Archer Investment Corporation offers investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary funds. The firm serves clients via a multi-branch, independent-contractor model and manages diversified portfolios with a focus on equities, fixed income, mutual funds, ETFs, and options.

Active portfolio management Options & derivatives strategies
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Fred K

Series 63, Series 65

Venice, CA

Guardian Life

Fred Kettler is a mindful, holistic financial coach and independent financial professional serving Miami, Florida and Southern California, with nearly four decades of experience helping individuals, families, and business owners gain greater clarity, confidence, and peace of mind around their financial lives. Since beginning his career in 1987, Fred has focused on helping clients think beyond products, market returns, or isolated financial decisions. His planning approach is built around four key areas: cash-flow awareness, income and family protection, broadly diversified long-term investing, and retirement income planning. Fred’s work is centered on helping clients better understand where they are today, where they want to go, and how to build a more thoughtful roadmap for the future. His process emphasizes education, stewardship, long-term discipline, and creating dependable income strategies designed to support clients through every stage of life, especially as they approach or move through retirement. Rather than focusing solely on assets under management, Fred helps clients explore the bigger picture: how their savings, investments, insurance, income sources, and retirement goals can work together more effectively. His goal is to help people make more confident decisions, protect what matters most, and move forward with greater financial peace of mind. Fred Kettler is associated with Kettler Financial and has served clients for many years through a personal, relationship-driven planning process. His work is especially suited for individuals and families seeking a thoughtful financial chat, a clearer retirement income strategy, and a more holistic approach to long-term financial wellbeing.

Wealth management Retirement withdrawal strategies Income planning Life insurance needs analysis Retirement income strategy Self-Employed Financial Professional
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Sevada Z

Series 66

Burbank, CA

LPL Financial

Sevada Zadooryan is a financial advisor with LPL Financial in Burbank, CA, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Mechanics Bank, CUSO Financial Services, J.P. Morgan Securities, Bank of America, and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

College savings (529s, UTMA, etc.)
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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Joo Hong Kim is a financial advisor at Solomon Investment Consulting, Inc. in Los Angeles, CA, with 25 years of industry experience. He has held roles at the Asian Pacific American Dispute Resolution Center and the Pacific Business Exchange Golf Club. Kim holds Series 63 and Series 65 licenses. Solomon Investment Consulting is a fee-only, single-advisor registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm manages approximately $27.8 million across about ten client relationships, offering discretionary and non-discretionary portfolio management and financial planning based on valuation and fundamental analysis, with a performance-based fee option available to qualified clients.

Active portfolio management
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Max P

CFP®, Series 66

Playa Del Rey, CA

Pashman Financial LLC

Max Pashman is a CFP® professional with eight years of experience in financial advising. He is the principal of Pashman Financial LLC, an independent advisory firm, and has held roles at firms including Nectarine and Origin Financial. Outside of his advisory work, he is involved with Nectarine Financial Inc. as a financial planner. Pashman Financial LLC serves individual and high-net-worth clients with tailored investment management and a range of financial planning services. The firm primarily employs a passive investment approach using model portfolios, index funds, ETFs, and separately managed accounts, and also provides retirement plan consulting and financial education seminars.

General tax planning College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting Founder/Business Owner
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