Jonathan Andrew Marcus

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

• 02/2008 → 01/2021
  Raymond James Financial Services,Inc.
  Beverly, MA
• 10/2009 → 01/2021
  Raymond James Financial Services Advisors, Inc.
  Beverly, MA
• 04/2015 → 02/2017
  Rental Property
  Winchester, MA
• 01/2021 → Present
  Hightower
  Chicago, IL

Previous Registrations

• 2009-10-21 → 2021-01-07
  Raymond James Financial Services Advisors, Inc
  Beverly, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-05
• S63 Uniform Securities Agent State Law Examination
  2008-07-23

Designations

• Certified Financial Planner

Other Names

• Jon Andrew Marcus