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Jack William Englehart

Fisher Investments

Plano, TX

Tampa, FL

CRD 7438863

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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_RES 2024-10-04
FL RA APPROVED 2022-02-25
  • TX RA
    APPROVED_RES
    Since 2024-10-04
  • FL RA
    APPROVED
    Since 2022-02-25

Branch Locations

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

3109 W Martin L King Jr Blvd Suite 600, 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 08/2021 Present
Eversource Energy Berlin CT 03/2020 07/2021
Classic Hotels Of Connecticut Avon CT 12/2017 03/2020
Lake Compounce Theme Park Bristol CT 02/2014 09/2016
Central Ct State University New Britain CT 08/2016 01/2020
  • 08/2021 → Present
    Fisher Investments
    Tampa, FL
  • 03/2020 → 07/2021
    Eversource Energy
    Berlin, CT
  • 12/2017 → 03/2020
    Classic Hotels Of Connecticut
    Avon, CT
  • 02/2014 → 09/2016
    Lake Compounce Theme Park
    Bristol, CT
  • 08/2016 → 01/2020
    Central Ct State University
    New Britain, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-22
  • S65 Uniform Investment Adviser Law Examination
    2022-02-22
Other Names
  • Jack Englehart

View on SEC IAPD

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