Rebecca
Jolly
Hightower Advisors, LLC
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About this Advisor
Rebecca Jolly is a financial advisor operating in Memphis, Tennessee with 4 years of industry experience. Jolly is on the advisory team at Hightower Advisors, LLC. Throughout their career, Jolly has worked at Green Square Capital LLC and Hightower Advisors LLC. Jolly holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Tennessee. Hightower Advisors, LLC is a financial advisory firm headquartered in Chicago, IL. The investment advisory business has offices in 100 locations and a total of 1,700 people on staff. It has $105 billion in assets among its 144,757 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 474 charitable organizations. Of its 144,757 customer accounts, just 13% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company provides a number of services, such as 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. A financial advisor's fees largely depend on the services. However, fees billed by Hightower Advisors, LLC may include any blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Rebecca Jolly Work History
Rebecca has been registered as a financial advisor for 4 years.*
Hightower Advisors LLC
Green Square Capital LLC
*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 Rebecca Jolly 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
San Diego, CA
Chicago, IL
Greensboro, NC
Downers Grove, IL
Melville, NY
Bellevue, WA
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.
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