Jason P Magnotti

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

• 10/2015 → 08/2017
  Churchill Management
  Los Angeles, CA
• 08/2017 → 11/2019
  Td Ameritrade
  Stamford, CT
• 11/2019 → 02/2025
  Charles Schwab & Co., Inc
  Stamford, CT
• 11/2019 → 02/2025
  Charles Schwab Bank Ssb
  Stamford, CT
• 02/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2019-12-11 → 2025-02-19
  Charles Schwab & Co., Inc.
  Stamford, CT
• 2017-08-31 → 2019-12-10
  Td Ameritrade, Inc.
  Stamford, CT
• 2017-08-31 → 2019-12-10
  Td Ameritrade Investment Management, Llc
  Stamford, CT
• 2015-10-01 → 2017-08-23
  Churchill Management Group
  Branford, CT
  Milford, CT
• 2013-12-17 → 2015-09-23
  Strategic Advisers Llc
  Stamford, CT
• 2010-07-23 → 2013-12-04
  Td Ameritrade, Inc.
  Stamford, CT
• 2010-07-23 → 2013-12-04
  Td Ameritrade Investment Management, Llc
  Stamford, CT
• 2008-02-08 → 2009-09-01
  Cetera Investment Services Llc
  Wallingford, CT

Exams

• S66 Uniform Combined State Law Examination
  2008-02-04
• S63 Uniform Securities Agent State Law Examination
  2007-06-02

Other Names

• Jason Peter Magnotti
• Jason P Magnotti
• Jason Magnotti