Jonathan
Marcus

Hightower Advisors, LLC

CRD#5498014
Investment Advisor
in Lexington, MA

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About this Advisor

Jonathan Marcus is a financial advisor based in Lexington, Massachusetts, working with Hightower Advisors, LLC. Jonathan has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Rental Property, and Hightower. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Jonathan is part of Hightower Advisors, LLC, which operates out of Lexington, Massachusetts. The firm has 100 offices and 1,816 employees. The firm manages assets totaling $130.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Hightower Advisors, LLC includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

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

Office Location

12 Waltham St
Lexington, MA 02421

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$130,239,337,374

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

1,816

MA Average: 44
Total Number of Accounts

178,256

MA Average: 2,564
Average Account Size

$730,631

MA Average: $2,603,165

Investment Advisory Services

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

Jonathan Marcus Work History

2021 - Present (3 years)

Hightower

2015 - 2017 (2 years)

Rental Property

2009 - 2021 (12 years)

Raymond James Financial Services Advisors, Inc

2008 - 2021 (13 years)

Raymond James Financial Services,Inc

Disclosures

Please visit the SEC profile of Jonathan Marcus 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

Phillip Barnhill
Chicago, IL
Michael Demarchena
Boca Raton, FL
Emily Lassiter
Birmingham, AL
Alexandra Emma
Naples, FL
Jeffrey Rock
Dallas, TX
Ashley Aguayo
San Diego, CA
David Bosak
Cleveland, OH
Jin Liu
Deerfield, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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