Jeffrey K Mace

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

• 10/2008 → 07/2024
  Intrust Financial Services
  Tulsa, OK
• 10/2008 → 07/2024
  Uvest Financial Services Group, Inc.
  Charlotte, NC
• 07/2011 → 07/2024
  Lpl Financial Llc
  Tulsa, OK
• 07/2024 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2011-07-05 → 2024-07-18
  Lpl Financial Llc
  Tulsa, OK
• 2008-11-13 → 2011-07-05
  Uvest Financial Services Group, Inc.
  Tulsa, OK
  Charlotte, NC
  Tulsa, OK
• 2003-03-06 → 2007-01-12
  Arvest Wealth Management
  Bartlesville, OK
  Vinita, OK
  Bartlesville, OK

Exams

• S66 Uniform Combined State Law Examination
  2003-01-10

Designations

• Certified Financial Planner

Other Names

• Jeff Mace