Brittany Anne Jacobson

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

• 05/2017 → 08/2017
  Kimsa Total Wealth
  Portland, OR
• 09/2017 → 08/2020
  Peak Brokerage Services, Llc
  Palm Beach Gardens, FL
• 04/2016 → 05/2017
  Pacific Capital Resource Group
  Lake Oswego, OR
• 01/2017 → 04/2017
  Talbot, Korlova & Warmick Llp
  Lake Oswego, OR
• 10/2018 → 08/2020
  Financial Investment Team
  Portland, OR
• 08/2017 → 09/2018
  Financial Investment Team
  Portland, OR
• 01/2018 → 04/2018
  Lewis & Harrison Cpa
  Portland, OR
• 09/2020 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2018-11-13 → 2020-08-31
  Financial Investment Team ("Fit")
  Portland, OR
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2017-10-13

Designations

• Certified Financial Planner

Other Names

• Brittany Anne Jacobson
• Brittany A Jacobson