Jeremy Weston Veselka

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

• 05/2016 → 11/2016
  Wells Fargo Advisors Llc
  Beaverton, OR
• 08/2009 → 08/2019
  Washington Army National Guard
  Longview, WA
• 03/2018 → 08/2018
  Wells Fargo Clearing Services, Llc
  Beaverton, OR
• 05/2024 → Present
  Fisher Investments
  Camas, WA
• 10/2021 → 01/2024
  Vervent Inc
  Portland, OR
• 02/2021 → 11/2021
  Navex Global
  Tigard, OR
• 05/2020 → 02/2021
  First Citizens Bank
  Portland, OR
• 08/2018 → 05/2020
  Bank Of America
  Portland, OR
• 05/2023 → 05/2024
  Washington State University
  Pullman, WA

Other Businesses

Veselka Works LLC, It is not investment-related, address is 20630 SW Bingo Ln Beaverton OR 97006, the nature of the business is graphic design, I have minimal involvement as a member, start date is 09/06/2019, less than an hour a month on weekends, and zero hours during securities trading hours, and I primarily oversee and make strategic decisions for the graphic design agency,

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-17
• S63 Uniform Securities Agent State Law Examination
  2018-07-13

Other Names

• Jeremy Veselka
• Jeremy Weston Veselka