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Jakub Skrzypczak

Fisher Investments

Plano, TX

Plano, TX

CRD 6655540

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-30
  • TX RA
    APPROVED
    Since 2021-08-30

Branch Locations

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

6500 International Pkwy Suite 2050, Plano, TX 75093 • 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
OrganizationCityStateFromTo
Valley Book Country Club Pool Mcmurray PA 07/2016 07/2021
Wealth Management Resources Mcmurray PA 05/2016 06/2021
Grove Point Investments, Llc. Rockville MD 05/2016 06/2021
Fisher Investments Plano TX 07/2021 Present
  • 07/2016 → 07/2021
    Valley Book Country Club Pool
    Mcmurray, PA
  • 05/2016 → 06/2021
    Wealth Management Resources
    Mcmurray, PA
  • 05/2016 → 06/2021
    Grove Point Investments, Llc.
    Rockville, MD
  • 07/2021 → Present
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-30
S63 Uniform Securities Agent State Law Examination 2017-08-25
  • S65 Uniform Investment Adviser Law Examination
    2021-08-30
  • S63 Uniform Securities Agent State Law Examination
    2017-08-25

View on SEC IAPD

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