Jacob Allen

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

• 06/2022 → 03/2024
  Charles Schwab & Co., Inc.
  Austin, TX
• 02/2021 → 07/2021
  Wealth Strategies Group
  Huntington Beach, CA
• 09/2017 → 05/2021
  California State University
  San Bernardino, CA
• 08/2021 → 03/2022
  True Path Financial
  Newport Beach, CA
• 08/2019 → 01/2020
  California State University, San Bernardino
  San Bernardino, CA
• 01/2013 → 08/2017
  Student
  Tucson, AZ
• 06/2024 → Present
  Fisher Investments
  Plano, TX

Other Businesses

(1) Southwest Growth LLC; Manager; Start Date: 03/14/2022; Cheyenne, WY; Own and manage a holding company; Generally less than 20 hours per month; Not investment related. the name of the other business;HOJ Management LLC whether the business is investment-related;No the address of the other business;7959 N Thornydale RD, Suite 90712 the nature of the other business;Real Estate your position;Manager title, or relationship with the other business;Manager the start date of your relationship;1/2024 the approximate number of hours/month you devote to the other business;4 the number of hours you devote to the other business during securities trading hours;0 and briefly describe your duties relating to the other business; Real Estate portfolio that is managed through this LLC the name of the other business; MONOPOLY BROTHERS whether the business is investment-related; No the address of the other business; PHOENIX, AZ 85016, USA the nature of the other business; Business Management your position; Manager title, or relationship with the other business; Manager the start date of your relationship; 05/15/2025 the approximate number of hours/month you devote to the other business; 1 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; This company is a management company for real estate that I own with my good friend from college. We currently own 1 house, and this LLC manages it for us. the name of the other business; Boyoh LLC whether the business is investment-related; No the address of the other business; Las Vegas NV 89121 the nature of the other business; Real estate your position; Member title, or relationship with the other business; Member the start date of your relationship; 04/21/2022 the approximate number of hours/month you devote to the other business; 2 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; This LLC holds properties for me. This company is owned 100% by Southwest Growth LLC. the name of the other business; HOJ Management LLC whether the business is investment-related; No the address of the other business; phoenix, AZ 85016 the nature of the other business; Management your position; Manager title, or relationship with the other business; the start date of your relationship; 01/14/2024 the approximate number of hours/month you devote to the other business; 2 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; This business is the management company I use to manage my rental real estate properties. I manage my own properties through this company. the name of the other business; Wally Holdings LLC whether the business is investment-related; no the address of the other business; WY 82601 USA the nature of the other business; Real Estate your position; Member title, or relationship with the other business; Member the start date of your relationship; 07/19/2023 the approximate number of hours/month you devote to the other business; 1 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; This company owns one property I bought with my best friend. It is owned by my best friend and my holding company Southwest Growth LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-07
• S63 Uniform Securities Agent State Law Examination
  2022-09-28

Other Names

• Jacob Michael Allen