# JEFFREY HALBERT

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..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2023-10-25 | present | Yes |
| [WESTMOUNT PARTNERS, LLC](https://search.stillhousedata.com/firm/158857) | 2020-09-30 | 2023-10-02 | — |
| [TELOS CAPITAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/149108) | 2018-10-09 | 2020-09-11 | — |
| [CHECK CAPITAL MANAGEMENT INC](https://search.stillhousedata.com/firm/107058) | 2018-03-07 | 2018-10-01 | — |
| [SQUAR MILNER FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/112483) | 2018-02-12 | 2018-03-06 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2013-07-29 | 2018-02-09 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2010-04-08 | 2012-10-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5750237)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5750237.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.