Jeffrey Manning Mckown

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → 03/2018
  Fisher Investments
  San Mateo, CA
• 08/2016 → 03/2017
  Free Range
  Oakland, CA
• 03/2018 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2004-10-18 → 2016-07-25
  Fisher Investments
  Woodside, CA
• 2002-09-20 → 2003-07-21
  Ubs Financial Services Inc.
  Peabody, MA

Other Businesses

--Name of the other business: FREE RANGE STUDIOS, LLC --Investment-related? NO --Address of the other business: 995 MARKET STREET, SECOND FLOOR, SAN FRANCISCO, CA 94103 --Nature of the other business: DESIGN AND INNOVATION STUDIO --Position, title, or relationship with the other business: ADVISOR --Start date of your relationship: 08/05/2016 --Approximate number of hours/month you devote to the other business: 1 hour per week --Number of hours you devote to the other business during securities trading hours: 0 --Duties relating to the other business: PROVIDE STRATEGIC ADVICE

Exams

• S66 Uniform Combined State Law Examination
  2001-05-08