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Jason O

Series 66

Vero Beach, FL

Citigroup Global Markets

Jason Orzechowski is a financial advisor with Citigroup Global Markets in Vero Beach, FL, holding a Series 66 license and 13 years of industry experience. He has been with Citigroup since 2014. Outside of his advisory role, his family is involved in selling sports collectibles on eBay. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options and integrates proprietary standards and oversight committees to select and monitor investment managers.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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