Jennifer Lully

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

• 06/2015 → 10/2018
  Fidelity Brokerage Services Llc
  American Fork, UT
• 11/2019 → 02/2020
  Morgan Stanley
  South Jordan, UT
• 07/2020 → 06/2022
  Fidelity Investments
  Salt Lake City, UT
• 09/2022 → Present
  Fisher Investments
  Camas, WA
• 10/2018 → 09/2022
  Broken Mirror Llc
  Salt Lake City, UT

Other Businesses

the name of the other business; Broken Mirror, LLC. whether the business is investment-related; No the address of the other business; Vancouver, WA. 98683 ththe other business; Eco-fashion, beauty and art online. your position; CEO title, or relationship with the other business; Founder the start date of your relationshi10/20/2018 the approximate number of hours/month you devote to the other business; 21-40 the number of hours you devote to the other business during securhours; 0 and briefly describe your duties relating to the other business; Business planning, website development, oversee sales and operations, team building wvirtual assistants. the name of the other business; The Startup Club whether the business is investment-related; No the address of the other business; Vancouve98686 the nature of the other business; The Startup Club is a networking group your position; Startup Club Manager the start date of your relationship; 8/1/2022 approximate number of hours/month you devote to the other business; 1-5 the number of hours you devote to the other business during securities trading hours;briefly describe your duties relating to the other business; I will help plan and coordinate events within the food and beverage industry.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-04
• S63 Uniform Securities Agent State Law Examination
  2015-08-15

Other Names

• Jennifer Lynn Lully