Jacob Andrew Wilhelm

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

• 12/2022 → 02/2024
  W&S Brokerage
  Cincinnati, OH
• 11/2022 → 02/2024
  Western & Southern Life
  Maumee, OH
• 10/2022 → 11/2022
  Helm Instrument Company
  Maumee, OH
• 04/2022 → 10/2022
  Hylant
  Toledo, OH
• 05/2021 → 04/2022
  Helm Instrument Company
  Maumee, OH
• 01/2021 → 05/2021
  Fed Ex Ground
  Perrysburg, OH
• 01/2018 → 01/2021
  Helm Instrument Company
  Maumee, OH
• 01/2016 → 01/2018
  Vito's Pizza And Subs
  Perrysburg, OH
• 05/2024 → 11/2025
  Key Investment Services, Llc
  Brooklyn, OH
• 05/2024 → 11/2025
  Keybank
  Findlay, OH
• 03/2026 → Present
  Fisher Investments
  Tampa, FL
• 11/2025 → 03/2026
  Unemployed
  Perrysburg, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-13
• S63 Uniform Securities Agent State Law Examination
  2023-02-23

Other Names

• Jacob A Wilhelm