JEFFREY HALBERT is an investment adviser representative (IAR) with state registration records since 2010, appearing at 7 firms. Currently registered with CITIGROUP GLOBAL MARKETS INC..
| Firm | From | To | Current |
|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | 2023-10-25 | present | Yes |
| WESTMOUNT PARTNERS, LLC | 2020-09-30 | 2023-10-02 | — |
| TELOS CAPITAL MANAGEMENT, INC. | 2018-10-09 | 2020-09-11 | — |
| CHECK CAPITAL MANAGEMENT INC | 2018-03-07 | 2018-10-01 | — |
| SQUAR MILNER FINANCIAL SERVICES, LLC | 2018-02-12 | 2018-03-06 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2013-07-29 | 2018-02-09 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2010-04-08 | 2012-10-17 | — |