Inactive

Jacob Eric Olson

Fisher Investments

CRD 6643892

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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
MN	RA	APPROVED	2026-06-23
TX	RA	APPROVED_RES	2023-08-23
WA	RA	APPROVED	2019-01-24

MN RA
APPROVED

Since 2026-06-23
TX RA
APPROVED_RES

Since 2023-08-23
WA RA
APPROVED

Since 2019-01-24

Branch Locations

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

Saint Paul, MN • 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
Stillwater Investments Llc	Stillwater	MN	04/2017	08/2017
Gustavus Adolphus College	St. Peter	MN	08/2015	04/2018
Unemployed	Stillwater	MN	04/2018	08/2018
Fisher Investments	Camas	WA	08/2018	Present

04/2017 → 08/2017

Stillwater Investments Llc

Stillwater, MN
08/2015 → 04/2018

Gustavus Adolphus College

St. Peter, MN
04/2018 → 08/2018

Unemployed

Stillwater, MN
08/2018 → Present

Fisher Investments

Camas, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-01-24

S65 Uniform Investment Adviser Law Examination

2019-01-24

Other Names

Jacob E Olson

View on SEC IAPD

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