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Jacob Garrity

Fisher Investments

Plano, TX

CRD 7417663

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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
TX RA APPROVED 2024-03-21
  • TX RA
    APPROVED
    Since 2024-03-21

Branch Locations

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
Purshe Kaplan Sterling Investments Dallas TX 08/2021 10/2023
49 Financial Dallas TX 06/2021 10/2023
Thrivent Advisor Network Dba 49 Financial Dallas TX 07/2021 12/2022
Chicago Golf Club Wheaton IL 11/2019 06/2021
Brookhaven Country Club Addison TX 08/2018 10/2019
Wheaton College Wheaton IL 02/2017 08/2018
American Eagle Frisco TX 12/2016 02/2017
Frisco High School Frisco TX 03/2015 12/2016
49 Wealth Management Llc Austin TX 01/2023 10/2023
Fisher Investments Plano TX 11/2023 Present
  • 08/2021 → 10/2023
    Purshe Kaplan Sterling Investments
    Dallas, TX
  • 06/2021 → 10/2023
    49 Financial
    Dallas, TX
  • 07/2021 → 12/2022
    Thrivent Advisor Network Dba 49 Financial
    Dallas, TX
  • 11/2019 → 06/2021
    Chicago Golf Club
    Wheaton, IL
  • 08/2018 → 10/2019
    Brookhaven Country Club
    Addison, TX
  • 02/2017 → 08/2018
    Wheaton College
    Wheaton, IL
  • 12/2016 → 02/2017
    American Eagle
    Frisco, TX
  • 03/2015 → 12/2016
    Frisco High School
    Frisco, TX
  • 01/2023 → 10/2023
    49 Wealth Management Llc
    Austin, TX
  • 11/2023 → Present
    Fisher Investments
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-21
S63 Uniform Securities Agent State Law Examination 2021-07-29
  • S65 Uniform Investment Adviser Law Examination
    2024-03-21
  • S63 Uniform Securities Agent State Law Examination
    2021-07-29

View on SEC IAPD

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