Jeffrey Michael Toner

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

• 01/1992 → 09/2020
  Private Vista, Llc (Formerly Financial Strategy Network Llc)
  Chicago, IL
• 10/2011 → 01/2018
  Comprehensive Asset Management & Servicing, Inc.
  Parsippany, NJ
• 09/2020 → Present
  Hightower Advisors Llc
  Chicago, IL

Previous Registrations

• 1999-02-03 → 2020-11-04
  Private Vista, Llc
  Chicago, IL
  Chicago, IL
  Oak Brook, IL

Other Businesses

1-SGA (CHARITY); CHICAGO, IL; SVC. DESCRIPTION: BOARD MEMBER-MEET APPROX. 8X/YR. TO SET POLICY AND REVIEW PROGRAMS; DBA NAME: SGA YOUTH AND FAMILY SERVICES; START DATE: 1/1/2009; TITLE: BOARD MEMBER; DUTIES: ATTEND MEETINGS; 30 HRS./YR. TIME SPENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-12
• S63 Uniform Securities Agent State Law Examination
  1985-07-02

Designations

• Chartered Financial Consultant

Other Names

• Jeffrey M Toner