Jean Trim

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

• 09/2011 → 06/2023
  Vigilant Capital Management, Llc
  Portsmouth, NH
• 06/2023 → Present
  Hightower Advisors
  Chicago, IL

Previous Registrations

• 2011-09-21 → 2023-07-19
  Vigilant Wealth Management
  Portsmouth, NH
• 2003-10-22 → 2004-09-09
  Columbia Management Advisors, Inc.
  Boston, MA

Other Businesses

Ms. Trim is a Director, effective 10/22/2018,of Newburyport Five Cents Savings Bank, 63 State Street, Newburyport, MA 01950. The savings bank is not currently providing investment advisory services to its customers. Ms. Trim devotes approximately three hours/month in her role as a voting member of the Board of Directors; some amount of that time may be during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-17

Other Names

• Jean Leslie Trim