Kylee Paige Jerome

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	2023-06-22
WA	RA	APPROVED	2021-10-22

TX RA
APPROVED

Since 2023-06-22
WA RA
APPROVED

Since 2021-10-22

Branch Locations

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

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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	Camas	WA	11/2015	Present
Kohls	Vancouver	WA	04/2017	08/2017

11/2015 → Present

Fisher Investments

Camas, WA
04/2017 → 08/2017

Kohls

Vancouver, WA

Other Businesses

the name of the other business; UNLEASHED K9 TRAINING LLC whether the business is investment-related; NO the address of the other business; VANCOUVER, WA the nature of the other business; DOG TRAINING BUSINESS your position; OWNER/DOG TRAINER the start date of your relationship; 02/09/2022 the approximate number of hours/month you devote to the other business; 11 - 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; PROVIDE DOG TRAINING SERVICES

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-10-22

S65 Uniform Investment Adviser Law Examination

2021-10-22

View on SEC IAPD