Joena Nicole Bartolini Mitchell

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

• 02/2015 → 11/2022
  Raymond James Financial Services. Inc.
  St. Petersburg, FL
• 03/2015 → 11/2022
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL
• 01/2020 → 11/2022
  Raymond James & Associates, Inc
  St Petersburg, FL
• 06/2026 → Present
  Hightower Advisor, Llc.
  Chicago, IL
• 04/2023 → 07/2024
  Jbm Group, Llc Dba Jbm Advisors
  Clearwater, FL
• 07/2024 → 05/2026
  Edelman Financial Engines
  Santa Clara, CA
• 12/2022 → 03/2023
  Unemployed
  Clearwater, FL

Previous Registrations

• 2020-02-05 → 2022-11-30
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2015-03-13 → 2022-11-30
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
• 2007-01-11 → 2015-02-24
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2006-05-31 → 2006-07-27
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Other Businesses

1) Bartolini Holdings, LLC, Role: Managing Member. Description: residential real estate holding company, Non-investment related. Time spent: approximately 10 hours a month, 0 during trading hours. 2) OBA Name: JBM Group, LLC, Role: President. Description: This is a holding company for a small business I have sourcing estate jewelry. I am the sole owner and my minor is the only employee. Non-investment related. Time spent: approximately 5 hours/month outside of trading hours. 3) OBA Name: Pace Center for Girls, Hillsborough. Role: Board Member. Fundraising board/Non-profit company. Non-investment related. Time spent: approximately 1 hour/month outside of trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-24
• S63 Uniform Securities Agent State Law Examination
  2005-10-05

Other Names

• Joena Nicole Bartolini
• Jodi Bartolini