Joshua James Klooz
Investment adviser representative at Hightower Advisors, LLC
12 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
12 years in the industry.
- Hightower Advisors, LLCMay 2024 to now
- Carson WealthOct 2023 to May 2024
- Cwm, LLCApr 2021 to May 2024
- Cwm, LLC dba Carson PartnersApr 2021 to Oct 2023
- Cetera Advisor NetworksApr 2021 to Apr 2022
- UBS Financial Services Inc.Jul 2018 to Apr 2021
- CintasMar 2014 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6967954
- Firm CRD
- 145323