Jeffrey Richard Tyler

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

• 04/2002 → Present
  Fisher Investments
  Woodside, CA

Other Businesses

the name of the other business; Evergreen Events whether the business is investment-related; No the address of the other business; Vancouver, WA the nature of the other business; Pool space rental your position; Part Owner title, or relationship with the other business; Part Owner the start date of your relationship;7/22/22 the approximate number of hours/month you devote to the other business;1-5 the number of hours you devote to the other business during securities trading hours; 1-5 and briefly describe your duties relating to the other business; Helping with scheduling and clean-up as needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-12
• S66 Uniform Combined State Law Examination
  2000-12-27