Jerome Allen Wiggins

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

• 10/2002 → 11/2017
  Fifth Third Bank
  Sandusky, OH
• 12/2002 → 11/2017
  Fifth Third Securities
  Sandusky, OH
• 11/2017 → 04/2023
  Vault Investment Partners, Llc
  Sandusky, OH
• 01/2023 → 12/2024
  Strategic Wealth Partners Ltd
  Independence, OH
• 01/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2023-01-17 → 2025-01-03
  Strategic Wealth Partners, Ltd.
  Fremont, OH
  Independence, OH
• 2017-11-22 → 2023-04-13
  Vault Investment Partners, Llc
  Fremont, OH
• 2005-02-14 → 2017-12-11
  Fifth Third Securities, Inc.
  Tiffin, OH
  Findlay, OH
  Fremont, OH
  Sandusky, OH
  Sandusky, OH
  Gibsonburg, OH
  Sandusky, OH

Exams

• S66 Uniform Combined State Law Examination
  2009-06-25
• S63 Uniform Securities Agent State Law Examination
  2002-08-17

Other Names

• Jerry Wiggins