Jake A Rodriguez

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

• 03/2021 → 08/2021
  New York Life Insurance
  Tucson, AZ
• 01/2021 → 03/2021
  Chase Bank
  Tucson, AZ
• 02/2020 → 12/2020
  Unemployed
  Sherman Oaks, CA
• 08/2017 → 01/2020
  Gyu Kaku Japanese Bbq
  Burbank, CA
• 07/2017 → 07/2017
  Unemployed
  Sherman Oaks, CA
• 02/2017 → 06/2017
  Zero Week Solutions
  Van Nuys, CA
• 10/2016 → 11/2016
  Bloomingdales/ Macys
  Sherman Oaks, CA
• 03/2021 → 08/2021
  Nylife Securities Llc
  Tucson, AZ
• 06/2016 → 09/2016
  Unemployed
  Sherman Oaks, CA
• 08/2021 → 11/2024
  Jp Morgan Chase Bank, N.A.
  Tucson, AZ
• 08/2021 → 11/2024
  J.P. Morgan Securities, Llc
  Tucson, AZ
• 12/2016 → 01/2017
  Unemployed
  Sherman Oaks, CA
• 12/2024 → Present
  Fisher Investments
  Camas, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-06
• S63 Uniform Securities Agent State Law Examination
  2021-11-04