JONATHAN CITRIN, CFP®

Senior Financial Advisor

Managing Director - Investments

Address: 255 E. Brown Street, Suite 400 , Birmingham , MI 48009
Call: 248-433-8550  |  800-521-9463    Fax: 248-433-8575
Email: Jonathan.Citrin@wellsfargoadvisors.com Compose mail in a new window

My Commitment to You

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. <br/><br/>Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

My Associate(s): Dawn Kremer, Senior Client Associate

My Experience

  • 2020 - Present : Wells Fargo Advisors, Financial Advisor
  • 2015 - 2020 : Ameriprise, Financial Advisor
  • 2004 - 2015 : CitrinGroup, Financial Advisor
  • 2007 - 2014 : Wayne State University, Adjunct Faculty
  • 2000 - 2004 : Morgan Stanley, Financial Advisor

My Education & Credentials

  • Master's Degree - New York University
  • Executive Education - London School of Economics
  • Bachelor's Degree - Tulane University
  • Fundamental Choice Portfolio Manager
Securities Registered in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, ID, IL, IN, KY, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PR, RI, SC, TN, TX, UT, VA, WA, WI, WV
Insurance licensed in the following states: Resident State: MI
JONATHAN CITRIN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Michigan : Birmingham Branch