Jeffrey Lee Corliss
Investment adviser representative at Hightower Advisors, LLC
13 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$198.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Hightower Securities, LLCMay 2017 to now
- Hightower Advisors, LLCOct 2016 to now
- Rdm Insurance Services, Inc.Jan 2013 to May 2017
- Rdm Investment Services, Inc.Jan 2013 to May 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CT, FL).
Hightower Advisors, LLC
$198.6BAssets managed
64,035Clients
1,036Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1649445
- Firm CRD
- 145323