Jaclyn Smith Thorp

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

• 10/2019 → 11/2021
  Fort Worth Isd
  Fort Worth, TX
• 08/2015 → 11/2020
  Aledo Isd
  Aledo, TX
• 01/2019 → 10/2019
  Hilton
  Addison, TX
• 09/2018 → 12/2018
  Reading Friends
  Aledo, TX
• 08/2017 → 08/2018
  Springtown Isd
  Springtown, TX
• 08/2016 → 08/2017
  Crowley Isd
  Crowley, TX
• 01/2021 → 02/2021
  R2 Taylor Holdings Llc
  Aledo, TX
• 10/2022 → 06/2025
  J.P. Morgan Securities Llc
  Plano, TX
• 12/2021 → 09/2022
  Unemployed
  Plano, TX
• 03/2026 → Present
  Fisher Investments
  Plano, TX
• 06/2025 → 03/2026
  Unemployed
  Plano, TX

Previous Registrations

• 2006-05-22 → 2007-10-01
  Td Ameritrade, Inc.
  Fort Worth, TX
  Fort Worth, TX
• 2006-05-22 → 2007-10-01
  Td Ameritrade Investment Management, Llc
  Ft.WOrth, TX
• 2005-09-02 → 2005-12-20
  First Command Brokerage Services, Inc.
  Fort Worth, TX
  Fort Worth, TX
• 2005-07-07 → 2005-09-02
  First Command Bank
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-30
• S63 Uniform Securities Agent State Law Examination
  2023-03-03

Other Names

• Jaclyn Diane Smith