Jeffrey Folsom Carlisle

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2002 → 06/2023
  Vigilant Capital Management, Llc
  Portland, ME
• 06/2023 → Present
  Hightower Advisors, Llc
  Portland, ME

Previous Registrations

• 2002-09-30 → 2023-07-20
  Vigilant Wealth Management
  Portland, ME
  Portland, ME
  Portland, ME

Other Businesses

JEFF OWNS MEMBERSHIP UNITS IN MARKET VIEW, LLC, A REAL ESTATE HOLDING ENTITY. THE ENTITY IS A NEW HAMPSHIRE LLC LOCATED AT 18 CONGRESS STREET STE. 209, PORTSMOUTH, NH 03801. TIME DEDICATED TO THIS BUSINESS IS APPROXIMATELY 1 HOUR PER MONTH IN A CO-MEMBER CAPACITY, USUALLY DURING NON SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2002-04-24