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Jacob Wolfe

Fisher Investments

Plano, TX

Tampa, FL

CRD 7419987

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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 2023-07-26
FL RA APPROVED 2021-09-23
  • TX RA
    APPROVED
    Since 2023-07-26
  • FL RA
    APPROVED
    Since 2021-09-23

Branch Locations

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

3109 W Dr Martin Luther King Blvd Suite 250, Tampa, FL 33607 • 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
Fisher Investments Tampa FL 06/2019 Present
Fort Lewis College Durango CO 05/2017 05/2018
Liquor World Durango CO 08/2018 11/2018
La Plata Lawn Care Durango CO 05/2016 05/2017
Fort Lewis College Durango CO 08/2015 05/2019
Allstate Durango CO 09/2016 12/2016
  • 06/2019 → Present
    Fisher Investments
    Tampa, FL
  • 05/2017 → 05/2018
    Fort Lewis College
    Durango, CO
  • 08/2018 → 11/2018
    Liquor World
    Durango, CO
  • 05/2016 → 05/2017
    La Plata Lawn Care
    Durango, CO
  • 08/2015 → 05/2019
    Fort Lewis College
    Durango, CO
  • 09/2016 → 12/2016
    Allstate
    Durango, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-21
  • S65 Uniform Investment Adviser Law Examination
    2021-09-21

View on SEC IAPD

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