Inactive

Jeremy Neil Edwards

Fisher Investments

CRD 6638098

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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

Authority	Category	Status	Date
GA	RA	APPROVED	2026-03-17
TX	RA	APPROVED_RES	2023-08-23
FL	RA	APPROVED	2020-09-24

GA RA
APPROVED

Since 2026-03-17
TX RA
APPROVED_RES

Since 2023-08-23
FL RA
APPROVED

Since 2020-09-24

Branch Locations

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

Alpharetta, GA • 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

Organization	City	State	From	To
Fisher Investments	Plano	TX	06/2018	07/2020
Fisher Investments	Plano	TX	07/2020	Present
Clemson University	Clemson	SC	01/2018	05/2018
First Harbor @ Raymond James	Cumming	GA	01/2017	12/2017
Clemson University	Clemson	SC	08/2013	05/2018

06/2018 → 07/2020

Fisher Investments

Plano, TX
07/2020 → Present

Fisher Investments

Plano, TX
01/2018 → 05/2018

Clemson University

Clemson, SC
01/2017 → 12/2017

First Harbor @ Raymond James

Cumming, GA
08/2013 → 05/2018

Clemson University

Clemson, SC

Designations

Certified Financial Planner

View on SEC IAPD

More in Plano, TX

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