Inactive

Jacob Austin Taylor

Fisher Investments

CRD 7258524

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2023-08-29

TX RA
APPROVED

Since 2023-08-29

Branch Locations

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

Organization	City	State	From	To
Fisher Investments	Plano	TX	03/2021	Present
Warehouse Liquors	Knoxville	TN	01/2021	02/2021
University Of Georgia	Athens	GA	01/2017	12/2017
Northwestern Mutual	Knoxville	TN	05/2020	12/2020
Advanced Water Systems	Lousiville	TN	05/2019	08/2019
Fort Loudon Marina	Lenior City	TN	05/2018	07/2018
University Of Georgia	Athens	GA	08/2015	12/2020

03/2021 → Present

Fisher Investments

Plano, TX
01/2021 → 02/2021

Warehouse Liquors

Knoxville, TN
01/2017 → 12/2017

University Of Georgia

Athens, GA
05/2020 → 12/2020

Northwestern Mutual

Knoxville, TN
05/2019 → 08/2019

Advanced Water Systems

Lousiville, TN
05/2018 → 07/2018

Fort Loudon Marina

Lenior City, TN
08/2015 → 12/2020

University Of Georgia

Athens, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-08-29

S65 Uniform Investment Adviser Law Examination

2023-08-29

View on SEC IAPD

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