Jill
Young

Hightower Advisors, LLC

CRD#4195415
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Jill Young is a financial advisor working out of Beverly Hills, California with a total of 4 years of industry experience. Young currently works for Hightower Advisors, LLC. Over the course of their career, they have held roles at Envestnet/Tamarac, Gupta Wealth Management, Integrity First Consulting LLC, Lourdmurray, Advanced Practice Advisors and Hightower Advisors LLC. Young holds a Series 65 license, designating them as an investment advisor representative, and can work in California. Hightower Advisors, LLC is a company headquartered in Chicago, IL. It has offices in 100 locations and a total of 1,700 people on staff. It handles $105 billion in assets across its 144,757 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 474 charities and foundations. Of its 144,757 client accounts, just 13% are held by high-net-worth clients who have at least $1 million in assets. The firm offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees largely vary depending on the type of services offered. Fees charged by Hightower Advisors, LLC likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

9777 Wilshire Blvd Suite 1018
Beverly Hills, CA 90212

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$105,230,209,755

CA Average: $6,674,516,078
Total Number of Employees

1,700

CA Average: 44
Total Number of Accounts

144,757

CA Average: 2,564
Average Account Size

$726,944

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Jill Young Work History

Jill has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Hightower Advisors LLC

2017 - Present (7 years)

Lourdmurray

2016 - 2019 (3 years)

Integrity First Consulting LLC

2016 - 2018 (2 years)

Advanced Practice Advisors

2014 - 2016 (2 years)

Gupta Wealth Management

2013 - 2014 (1 year)

Envestnet/Tamarac

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jill Young to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hightower Advisors, LLC

Margoth Romero
San Diego, CA
Hannah Wardenburg
Saint Louis, MO
Robinson Mertilus
Alpharetta, GA
William Giffin
Downers Grove, IL
Bradley Mcconkey
Dallas, TX
Francis Masse
Wayne, PA
John Stevenson
Dallas, TX
Gregory Sarian
Wayne, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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