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Jake Blas Falcon

Investment adviser representative at Hightower Advisors, LLC
13 yearsExperience
1 stateRegistered in
$198.6BFirm assets
18 yearsFirm in business

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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.

  1. Hightower Advisors, LLCDec 2016 to now
  2. Hightower Securities, LLCDec 2016 to now
  3. UBS Financial Services IncJul 2013 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (KS).

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
5100438
Firm CRD
145323
Advisor's SEC record (opens in a new tab)
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