Jaqueline Zermeno Rodriguez

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

• 12/2018 → 01/2024
  Nylife Securities Llc
  Frisco, TX
• 09/2018 → 01/2024
  New York Life Insurance Company
  Frisco, TX
• 06/2014 → 10/2018
  Capital One
  Plano, TX
• 12/2022 → 01/2024
  Jz Financial Services & Insurance
  Frisco, TX
• 02/2024 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-12
• S63 Uniform Securities Agent State Law Examination
  2020-02-28

Other Names

• Jacqueline Rodriguez
• Jaqueline Zermeno