JC
CFP · ChFC
JC
CFP · ChFC
Jeffrey Corliss is a CFP, ChFC-designated registered investment advisor, based in Chicago, IL, with 37 years of industry experience.
Location
200 W. Madison St., Suite 2500, Chicago, IL, 60606
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Regulatory History (1)
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Employment Separation After Allegations
February 2001Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent since 1988 and a Senior VP and CFP at Retirement Design & Management, Inc. since 2013, spending nearly full-time on advisory matters. He also dedicates about 10-20% of his time as a Senior VP at RDM Insurance Services, Inc. since 2013.
Employment History
Current Registrations
Hightower Securities, LLCBroker
May 2017 - Present · 9 yrs
Hightower Advisors, LLC
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Rdm Investment Services, LLCBroker
January 2013 - August 2017 · 4 yrs 7 mos
Retirement Design & Management INC
January 2013 - October 2016 · 3 yrs 9 mos
Metlife Securities INC.
November 2009 - January 2013 · 3 yrs 2 mos
Metlife Securities INC.Broker
November 2009 - January 2013 · 3 yrs 2 mos
Metlife Securities INC.
April 2006 - November 2009 · 3 yrs 7 mos
Metlife Securities INC.Broker
March 2006 - November 2009 · 3 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
March 2006 - July 2007 · 1 yr 4 mos
Robert J. Reby & Company INC.
July 2005 - March 2006 · 8 mos
Royal Alliance Associates, INC.Broker
July 2005 - March 2006 · 8 mos
Chase Investment Services CORP.
October 2002 - July 2005 · 2 yrs 9 mos
Chase Investment Services CORP.Broker
October 2002 - July 2005 · 2 yrs 9 mos
MML Investors Services, INC.Broker
August 2001 - November 2002 · 1 yr 3 mos
Quick & Reilly, INC.Broker
September 2000 - November 2000 · 2 mos
Fis Securities, INC.Broker
April 1999 - September 2000 · 1 yr 5 mos
Mony Securities CorporationBroker
November 1988 - April 1999 · 10 yrs 5 mos
The Mutual Life Insurance Company of New YorkBroker
November 1988 - October 1990 · 1 yr 11 mos
Blinder, Robinson & CO., INC.Broker
April 1987 - March 1988 · 11 mos
State Registrations29 states
AZCACOCTDEFLGAILINKYMAMDMENCNHNJNMNVNYOHORPARITXVAVTVirgin IslandsWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.