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Jessie Jane Strenk

Fisher Investments

Plano, TX

Plano, TX

CRD 7436373

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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 2021-12-08
  • TX RA
    APPROVED
    Since 2021-12-08

Branch Locations

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

6500 International Parkway Suite 2050, Plano, TX 75093 • 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 Plano TX 08/2021 Present
Oregon State University Corvallis OR 09/2017 06/2021
Kpi Analytics Austin TX 06/2018 08/2018
Mcneil High School Austin TX 08/2013 06/2017
The League Kitchen And Tavern Austin TX 03/2017 08/2017
  • 08/2021 → Present
    Plano, TX
  • 09/2017 → 06/2021
    Oregon State University
    Corvallis, OR
  • 06/2018 → 08/2018
    Kpi Analytics
    Austin, TX
  • 08/2013 → 06/2017
    Mcneil High School
    Austin, TX
  • 03/2017 → 08/2017
    The League Kitchen And Tavern
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-07
  • S65 Uniform Investment Adviser Law Examination
    2021-12-07
Other Names
  • Jess Strenk
  • Jessie Strenk

View on SEC IAPD

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