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Jeremy Conners

Fisher Investments

Tampa, FL

Plano, TX

CRD 7288128

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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
FL RA APPROVED 2022-08-23
TX RA APPROVED 2022-08-11
  • FL RA
    APPROVED
    Since 2022-08-23
  • TX RA
    APPROVED
    Since 2022-08-11

Branch Locations

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States

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
OrganizationCityStateFromTo
Equitable Advisors, Llc. Minneapolis MN 08/2020 06/2022
Topgolf Brooklyn Center MN 11/2018 03/2021
Epg Security Minneapolis MN 01/2018 07/2019
Blue Vision Adventures Punta Cana 01/2017 04/2017
University Of Saint Thomas Swim Team St. Paul MN 09/2015 03/2018
University Of Saint Thomas Saint Paul MN 09/2014 12/2019
Fisher Investments Tampa FL 08/2022 Present
  • 08/2020 → 06/2022
    Equitable Advisors, Llc.
    Minneapolis, MN
  • 11/2018 → 03/2021
    Topgolf
    Brooklyn Center, MN
  • 01/2018 → 07/2019
    Epg Security
    Minneapolis, MN
  • 01/2017 → 04/2017
    Blue Vision Adventures
    Punta Cana
  • 09/2015 → 03/2018
    University Of Saint Thomas Swim Team
    St. Paul, MN
  • 09/2014 → 12/2019
    University Of Saint Thomas
    Saint Paul, MN
  • 08/2022 → Present
    Fisher Investments
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-27
  • S66 Uniform Combined State Law Examination
    2020-08-27

View on SEC IAPD

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STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

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