Jeremy Robert Polon
Investment adviser representative at Hightower Advisors, LLC
16 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
16 years in the industry.
- Hightower Advisors, LLCJan 2026 to now
- LPL Financial LLCSep 2020 to now
- Lucia Capital GroupJun 2020 to now
- Trademark VenuesJun 2019 to Jun 2020
- Northwestern MutualJun 2019 to Dec 2019
- Calabasas Country ClubMay 2018 to May 2019
- Unemployed - Full-time StudentSep 2010 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7056176
- Firm CRD
- 145323