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Jack Richmond Dole

Fisher Investments

Plano, TX

CRD 7229259

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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 2022-09-26
WA RA APPROVED 2020-06-03
  • TX RA
    APPROVED
    Since 2022-09-26
  • WA RA
    APPROVED
    Since 2020-06-03

Branch Locations

6500 International Parkway 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
Alorica, Inc. Irvine CA 06/2016 09/2016
Vw Botanical Gardens Seattle WA 02/2017 08/2018
University Of Washington Tau Kappa Epsilon Seattle WA 02/2016 09/2016
Fisher Investments Plano TX 11/2019 Present
University Of Washington Forks WA 08/2015 06/2019
Unemployed Seattle WA 06/2019 11/2019
  • 06/2016 → 09/2016
    Alorica, Inc.
    Irvine, CA
  • 02/2017 → 08/2018
    Vw Botanical Gardens
    Seattle, WA
  • 02/2016 → 09/2016
    University Of Washington Tau Kappa Epsilon
    Seattle, WA
  • 11/2019 → Present
    Fisher Investments
    Plano, TX
  • 08/2015 → 06/2019
    University Of Washington
    Forks, WA
  • 06/2019 → 11/2019
    Unemployed
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-03
  • S65 Uniform Investment Adviser Law Examination
    2020-06-03

View on SEC IAPD

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