Jeremy Robert Polon

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

• 05/2018 → 05/2019
  Calabasas Country Club
  Calabasas, CA
• 06/2019 → 06/2020
  Trademark Venues
  San Marcos, CA
• 06/2019 → 12/2019
  Northwestern Mutual
  Carlsbad, CA
• 06/2020 → Present
  Lucia Capital Group
  Carlsbad, CA
• 09/2010 → 05/2018
  Unemployed - Full-Time Student
  Woodland Hills, CA
• 09/2020 → Present
  Lpl Financial Llc
  Carlsbad, CA

Previous Registrations

• 2022-02-28 → 2022-04-13
  Lpl Financial Llc
  Carlsbad, CA

Other Businesses

1)11/15/2021 - Lucia Capital Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams

• S66 Uniform Combined State Law Examination
  2022-02-25