Jarrod Dean Shew

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

• 07/2021 → 06/2023
  New York Life Insurance Company
  Amarillo, TX
• 11/2020 → 07/2021
  Shew Contracting
  Kalispell, MT
• 06/2020 → 10/2020
  Traditional Homes, Llc
  Polson, MT
• 02/2020 → 05/2020
  Unemployed
  Kalispell, MT
• 08/2019 → 01/2020
  First Security Bank
  Missoula, TX
• 01/2019 → 07/2019
  Mann Mortgage
  Kalispell, MT
• 08/2001 → 12/2018
  First Interstate Bank
  Kalispell, MT
• 01/2022 → 06/2023
  Nylife Securities Llc
  Amarillo, TX
• 08/2023 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-21
• S63 Uniform Securities Agent State Law Examination
  2023-03-29