Inactive

Jason Robert Dainas

Fisher Investments

CRD 7026949

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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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-08-22
WA	RA	APPROVED	2020-04-22

TX RA
APPROVED_RES

Since 2023-08-22
WA RA
APPROVED

Since 2020-04-22

Branch Locations

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

5525 Nw Fisher Creek Dr, Camas, WA 98607 • 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

Organization	City	State	From	To
Ameriprise Financial Services Inc	Deerfield	IL	10/2018	04/2020
Unemployment	Highland Park	IL	03/2018	09/2018
First Midwest Bank	Chicago	IL	07/2016	02/2018
Fisher Investments	Camas	WA	04/2020	Present

10/2018 → 04/2020

Ameriprise Financial Services Inc

Deerfield, IL
03/2018 → 09/2018

Unemployment

Highland Park, IL
07/2016 → 02/2018

First Midwest Bank

Chicago, IL
04/2020 → Present

Fisher Investments

Camas, WA

Previous Registrations

2019-02-05 → 2020-04-16

Ameriprise Financial Services, Llc

Deerfield, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-02-05

S66 Uniform Combined State Law Examination

2019-02-05

Other Names

Jay Dainas
Jason Dainas

View on SEC IAPD

More in Plano, TX

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