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Alexander Jeffries

Hightower Advisors, LLC

Chicago, IL

Cleveland, OH

CRD 6162380

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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:

Current Employers
Hightower Advisors, Llc

200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-12-02
  • OH RA
    APPROVED
    Since 2025-12-02

Branch Locations

200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States

1350 Euclid Avenue Suite 400, Cleveland, OH 44115 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valmark Securities Akron OH 05/2013 07/2017
Eileen M. Burkhart & Co., Llc Cleveland Heights OH 08/2017 07/2018
Commonwealth Financial Network Waltham MA 08/2017 07/2018
American Endowment Foundation Hudson OH 08/2018 04/2025
Unemployed Parma OH 07/2018 08/2018
Fairmount Montessori Association Cleveland Heights OH 06/2025 07/2025
Cleveland Memorial Society Shaker Heights OH 11/2022 05/2025
Hightower Advisors, Llc Chicago IL 09/2025 Present
  • 05/2013 → 07/2017
    Valmark Securities
    Akron, OH
  • 08/2017 → 07/2018
    Eileen M. Burkhart & Co., Llc
    Cleveland Heights, OH
  • 08/2017 → 07/2018
    Commonwealth Financial Network
    Waltham, MA
  • 08/2018 → 04/2025
    American Endowment Foundation
    Hudson, OH
  • 07/2018 → 08/2018
    Unemployed
    Parma, OH
  • 06/2025 → 07/2025
    Fairmount Montessori Association
    Cleveland Heights, OH
  • 11/2022 → 05/2025
    Cleveland Memorial Society
    Shaker Heights, OH
  • 09/2025 → Present
    Chicago, IL
Other Businesses

Name of the Other Business: Cleveland Memorial Society Is the Business Investment-Related? No Address of the Other Business: Shaker Heights, OH Nature of the Other Business: The Cleveland Memorial Society is a non-profit, non-sectarian organization dedicated to simplicity, economy, dignity, and forethought in funeral arrangements by providing resources and negotiating lower-cost cremations and burials for its members. Your Position/Title/Relationship with the Business: Executive Secretary / Membership Director Start Date of Your Relationship: November 2023 Approximate Number of Hours/Month Devoted to the Business: 10-12 hours/month Number of Hours Devoted During Securities Trading Hours: 0 Brief Description of Duties: I respond to questions from new and prospective members, process new membership applications, and maintain the membership database.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-21
  • S65 Uniform Investment Adviser Law Examination
    2025-11-21
Other Names
  • Alexander Scott Jeffries

View on SEC IAPD

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