Jared Clark Van Moorlehem

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

• 10/2014 → 07/2019
  Tiaa
  Queen Creek, AZ
• 10/2014 → 07/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Queen Creek, AZ
• 07/2019 → 11/2023
  Plan Sponsor Solutions Llc
  Lindon, UT
• 11/2023 → 10/2024
  Alliancebernstein
  New York, NY
• 10/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2024-05-21 → 2024-11-01
  Alliancebernstein L.P.
  Draper, UT
• 2019-09-13 → 2023-11-28
  Plan Sponsor Solutions
  Draper, UT
• 2014-11-12 → 2019-07-24
  Tiaa-Cref Individual & Institutional Services, Llc
  Lehi, UT
  Glendale, CO
  Salt Lake City, UT
  Queen Creek, AZ
  Walnut Creek, CA
  Phoenix, AZ
• 2014-01-28 → 2014-09-04
  Transamerica Retirement Advisors, Llc
  North Salt Lake, UT
• 2001-04-06 → 2010-01-06
  Strategic Advisers Llc
  Salt Lake City, UT

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-01-19
• S66 Uniform Combined State Law Examination
  2000-09-01

Designations

• Certified Financial Planner

Other Names

• Jared Clark Vanmoorlehem
• Jared C Van Moorlehem
• Jared Clark Van Moorlehem
• Jared Clark Van-Moorlehem