Zachary J Jimerson

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

• 04/2018 → 04/2020
  Jumbo Cd Investments
  Dixon, CA
• 06/2013 → 07/2018
  In Shape Health Club
  Vacaville, CA
• 10/2013 → 08/2019
  Kingsnake Cattle Company
  Vacaville, CA
• 05/2020 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 05/2020 → 08/2024
  Equitable Advisors, Llc
  New York, NY
• 09/2024 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2020-09-22 → 2024-08-29
  Equitable Advisors, Llc
  Honolulu, HI
  San Francisco, CA
  San Francisco, CA
  Vacaville, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-09-21
• S63 Uniform Securities Agent State Law Examination
  2019-01-26

Other Names

• Zachary J Jimerson
• Zachary Jimerson