Jie Sun

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

• 09/2019 → 01/2021
  University Of California,Riverside
  Riverside, CA
• 01/2018 → 05/2020
  Mt. San Jacinto College
  Manefee, CA
• 07/2015 → 01/2018
  Gi2T Labs Co., Ltd.
  Shanghai / Palo Alto, CA
• 07/2020 → 11/2020
  Thrivent Investment Management Inc
  Scottsdale, AZ
• 02/2021 → 12/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 05/2019 → 09/2019
  Valley View Hotel And Casino
  Valley Center, CA
• 12/2021 → 08/2024
  Fidelity Investments
  Westlake, TX
• 08/2024 → 03/2025
  Citigroup Global Market Inc.
  Diamond Bar, CA
• 03/2025 → 07/2025
  Lpl Financial Llc
  Newport Beach, CA
• 07/2025 → Present
  Hightower Advisors, Llc
  Temecula, CA

Previous Registrations

• 2025-03-28 → 2025-07-17
  Lpl Financial Llc
  Fort Mill, SC
  Newport Beach, CA
  Temecula, CA
• 2024-08-12 → 2025-03-27
  Citigroup Global Markets Inc.
  Diamond Bar, CA
  Fountain Valley, CA
• 2022-10-17 → 2024-07-23
  Fidelity Personal And Workplace Advisors
  Temecula, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-10-03
• S63 Uniform Securities Agent State Law Examination
  2021-04-01

Other Names

• Jason Sun