Jared Michael Kahn

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

• 09/2015 → 05/2018
  Fisher Investments
  Plano, TX
• 05/2018 → Present
  Fisher Investments
  Plano, TX

Other Businesses

?The name of the other business; Kahn Enterprise LLC ?Whether the business is investment-related; no ?The address of the other business; 5116 w Hanover Ave. Dallas TX 75209. ?The nature of the other business; Watch making/fixing ?Your position; partner title, or relationship with the other business; Investor ?The start date of your relationship; 12/05/25 ?The approximate number of hours/month you devote to the other business; 10 weekly; 40 monthly ?The number of hours you devote to the other business during securities trading hours; 0 ?And briefly describe your duties relating to the other business; purchasing watches from other businesses fixing them and selling back to the business. not selling anything to retail clients just businesses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-26