Jacob Jack Riley Pritchett

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

• 10/2020 → 01/2023
  Td Ameritrade
  Southlake, TX
• 07/2020 → 05/2021
  The Small Business Marketplace, Llc
  Haslet, TX
• 11/2019 → 03/2020
  Ryder Integrated Logistics
  Keller, TX
• 02/2019 → 11/2019
  Ryder Truck Rental
  Grapevine, TX
• 12/2018 → 12/2018
  Ups
  Haslet, TX
• 07/2018 → 04/2021
  Thirteenth Disciple, Llc
  Haslet, TX
• 12/2016 → 01/2019
  Fitness Now
  North Richland Hills, TX
• 06/2016 → 03/2019
  Teras
  Haslet, TX
• 12/2022 → 08/2023
  Charles Schwab & Co., Inc.
  Westlake, TX
• 11/2023 → Present
  Fisher Investments
  Plano, TX

Other Businesses

the name of the other business; PotatoVineDesigns whether the business is investment-related ; No the address of the other business; 1540 Bassett Hound Dr Haslet, Texas 76052 the nature of the other business; Party rentals your position; Co-owner title, or relationship with the other business; Co-owner the start date of your relationship; 04/01/2025 the approximate number of hours/month you devote to the other business; 20 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; My wife and I have started a party rental business. We rent out party decorations that we make. My duties involve creating the backdrops/props from wood and assisting with Marketing.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-08
• S63 Uniform Securities Agent State Law Examination
  2021-03-30