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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

JEFFREY HALBERT

Advisor at CITIGROUP GLOBAL MARKETS INC.

LOS ANGELES, CA | Aliso Viejo, CA

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Search this name across graphsid dfx:ria:d383cccc-80d1-6bb6-7e7e-1a1e3c8faf26

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 8, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CITIGROUP GLOBAL MARKETS INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 2, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Apr 2, 2010
First registration: Apr 8, 2010
Dual registered: yes, broker-dealer
Other names: Jeff Halbert|JEFFREY MICHAEL HALBERT
IAPD individual key: 5750237

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 25, 2023	n/a	yes	Aliso Viejo, CA\|LOS ANGELES, CA	Current employment
WESTMOUNT PARTNERS, LLC	Independent wealth	Sep 30, 2020	Oct 2, 2023	no	LOS ANGELES, CA	Previous registration
TELOS CAPITAL MANAGEMENT, INC.	Independent wealth	Oct 9, 2018	Sep 11, 2020	no	SAN DIEGO, CA	Previous registration
CHECK CAPITAL MANAGEMENT INC	Independent wealth	Mar 7, 2018	Oct 1, 2018	no	COSTA MESA, CA	Previous registration
SQUAR MILNER FINANCIAL SERVICES, LLC	Former SEC adviser	Feb 12, 2018	Mar 6, 2018	no	Newport Beach, CA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jul 29, 2013	Feb 9, 2018	no	ORLANDO, FL\|WINTER GARDEN, FL	Previous registration
MORGAN STANLEY	Wirehouse	Apr 8, 2010	Oct 17, 2012	no	ORLANDO, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WESTMOUNT PARTNERS, LLC	CITIGROUP GLOBAL MARKETS INC.	Oct 2, 2023	Oct 25, 2023	23	Firm change	RIA to ibd
TELOS CAPITAL MANAGEMENT, INC.	WESTMOUNT PARTNERS, LLC	Sep 11, 2020	Sep 30, 2020	19	Firm change	RIA to RIA
CHECK CAPITAL MANAGEMENT INC	TELOS CAPITAL MANAGEMENT, INC.	Oct 1, 2018	Oct 9, 2018	8	Firm change	RIA to RIA
SQUAR MILNER FINANCIAL SERVICES, LLC	CHECK CAPITAL MANAGEMENT INC	Mar 6, 2018	Mar 7, 2018	1	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	SQUAR MILNER FINANCIAL SERVICES, LLC	Feb 9, 2018	Feb 12, 2018	3	Firm change	Ibd to RIA
MORGAN STANLEY	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Oct 17, 2012	Jul 29, 2013	285	Firm change	Other

Relationships

Registered with (7)

→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: current employment
Oct 25, 2023 to presentfactForm ADV
→ WESTMOUNT PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 30, 2020 to Oct 2, 2023factForm ADV
→ TELOS CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 9, 2018 to Sep 11, 2020factForm ADV
→ CHECK CAPITAL MANAGEMENT INCRegistered adviserregistration: previous registration
Mar 7, 2018 to Oct 1, 2018factForm ADV
→ SQUAR MILNER FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Feb 12, 2018 to Mar 6, 2018factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jul 29, 2013 to Feb 9, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Apr 8, 2010 to Oct 17, 2012factForm ADV

Dated events

Occurred
Oct 2, 2023
Advisor changed firm
Jeffrey Halbert left Westmount Partners, Llc for Citigroup Global Markets Inc. (registered 2023-10-25)
Form ADVobserved 5 days ago