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Jeremy Curtis Marchetta

Fisher Investments

Plano, TX

Plano, TX

CRD 6450170

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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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-09
  • TX RA
    APPROVED
    Since 2018-01-09

Branch Locations

6500 International Parkway Suite 2050, Plano, TX 75093 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Bank Roswell GA 01/2016 10/2016
Pnc Bank Alpharetta GA 10/2016 12/2017
Pnc Investments Pittsburgh PA 10/2016 12/2017
Fisher Investments Plano TX 01/2018 Present
  • 01/2016 → 10/2016
    Pnc Bank
    Roswell, GA
  • 10/2016 → 12/2017
    Pnc Bank
    Alpharetta, GA
  • 10/2016 → 12/2017
    Pnc Investments
    Pittsburgh, PA
  • 01/2018 → Present
    Fisher Investments
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-13
S63 Uniform Securities Agent State Law Examination 2015-03-23
  • S66 Uniform Combined State Law Examination
    2017-09-13
  • S63 Uniform Securities Agent State Law Examination
    2015-03-23

View on SEC IAPD

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