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Jason A Sangekar

Investment adviser representative at Hightower Advisors, LLC
19 yearsExperience
1 stateRegistered in
CFADesignation
$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

19 years in the industry.

  1. Hightower Advisors, LLCApr 2026 to now
  2. HightowerMar 2026 to now
  3. Purshe Kaplan Sterling InvestmentsSep 2022 to Dec 2024
  4. Journey Strategic Wealth LLCJan 2022 to Mar 2026
  5. Purshe Kaplan Sterling InvestmentsApr 2019 to Feb 2021
  6. Magnus Financial Group LLCOct 2017 to Jan 2022
  7. UnemployedApr 2017 to Oct 2017
  8. Maple Securities USA IncJul 2007 to Apr 2017

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019

State registrations

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

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
5159857
Firm CRD
145323
Advisor's SEC record (opens in a new tab)
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