Luke Robert Jensen

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 02/2022
  The Vanguard Group, Inc.
  Charlotte, NC
• 11/2016 → 05/2017
  Hawksnest Zipline
  Seven Devils, NC
• 05/2015 → 08/2017
  Flanders Valley Golf Course
  Flanders, NJ
• 08/2015 → 05/2018
  Appalachian State
  Boone, NC
• 03/2018 → 08/2019
  North Carolina High School Sports
  Boone, NC
• 03/2022 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2020-08-24 → 2022-03-08
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2020-08-21
• S63 Uniform Securities Agent State Law Examination
  2018-10-08

Other Names

• Luke Jensen