Jules Jouvenat
Investment adviser representative at Hightower Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
15 years in the industry.
- Hightower Advisors, LLC.Mar 2026 to now
- The Mather Group, LLC.Mar 2024 to Mar 2026
- The Vanguard Group, Inc.Sep 2021 to Feb 2024
- Charles Schwab and Co., Inc.May 2020 to Sep 2021
- Charles Schwab Bank, SsbMay 2020 to Sep 2021
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Advisors, Inc.Aug 2011 to May 2020
- USAA Financial Planning ServicesAug 2011 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 4998310
- Firm CRD
- 145323