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Yan L
Series 63, Series 66
Lake Forest, CA
Citigroup Global Markets
Yan Lan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Citigroup in 2025, Yan worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. from 2022 to 2025, and has also been associated with Northwestern Mutual and other firms earlier in their career. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with comprehensive oversight and integrates large institutional scale with unique market roles, including in-house research and futures commission merchant services.
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