Jake
Falcon
Hightower Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jake Falcon is a financial advisor operating out of Mission, Kansas who has 7 years of relevant experience. Falcon currently works for Hightower Advisors, LLC. Falcon has gained experience at Ubs Financial Services Inc, Hightower Securities, LLC and Hightower Advisors, LLC. Falcon holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to work in Kansas. Hightower Advisors, LLC is a company that has its headquarters in Chicago, IL. It has offices in 100 locations and a total of 1,700 employees. It oversees $105 billion in assets under management across its 144,757 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 474 charitable organizations. Of its 144,757 customer accounts, just 13% belong to high-net-worth clients who have greater than $1 million in assets. The business has a number 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. Fees for financial advisory services largely are based on which services the firm provides the client. However, fee types billed by Hightower Advisors, LLC likely consist of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Hightower Advisors, LLC Brokerage Details
$105,230,209,755
1,700
144,757
$726,944
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
Jake Falcon Work History
Jake has been registered as a financial advisor for 7 years.*
Hightower Securities, LLC
Hightower Advisors, LLC
Ubs Financial Services Inc
Ubs Financial Services Inc
*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 Jake Falcon 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
Waltham, MA
Dallas, TX
Madison, NJ
Downers Grove, IL
Greensboro, NC
Wayne, PA
Dallas, TX
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
