Juan C Martin
Advisor at Citigroup Global Markets — Oak Brook, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63
Experience Industry experience
4 years
Location
Oak Brook, IL 60523
Citigroup Global Markets
Enterprise
Juan Martin is a financial advisor with Citigroup Global Markets in Oak Brook, IL, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Securities, and J.P. Morgan. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs with a combination of discretionary and non-discretionary strategies. The firm operates at large institutional scale and provides a broad range of advisory, execution, and custody services, including unique market roles such as swap dealing and futures commission merchant activities.
Based on Citigroup Global Markets
Based on Citigroup Global Markets
$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)
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.
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.
Oak Brook, IL
Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101
Oak Brook IL 60523
Advisors at this office
22
Illinois
4 years of industry experience
Citi Bank
2025 - Present • 1 year
Chicago, IL
University of Iowa MBA
2024 - 2025 • 1 year
Chicago, IL
Morgan Stanley
2023 - 2024 • 1 year
Chicago, IL
Morgan Stanley
2023 - 2024 • 1 year
Chicago, IL
E*TRADE Securities LLC
2021 - 2024 • 3 years
Chicago, IL
J.P. Morgan Securities
2020 - 2021 • 1 year
Chicago, IL
JP Morgan Chase Bank N.A.
2020 - 2021 • 1 year
Chicago, IL
Unemployed
2020 - 2020 • 1 year
Chicago, IL
Phaidon International
2018 - 2020 • 2 years
Chicago, IL
Iowa House Hotel
2016 - 2018 • 2 years
Iowa City, IA
The University of Iowa
2014 - 2018 • 4 years
Iowa City, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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