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Jacob James Baumann

Fisher Investments

Camas, WA

Plano, TX

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Current Employers
Fisher Investments

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-07
WA RA APPROVED 2023-11-07
  • TX RA
    APPROVED
    Since 2023-11-07
  • WA RA
    APPROVED
    Since 2023-11-07

Branch Locations

5733 Nw Fisher Creek Dr, Camas, WA 98607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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 Camas WA 10/2018 04/2019
Genesis Health Clubs Omaha NE 06/2016 10/2018
Fisher Investments Camas WA 04/2019 05/2022
Fisher Investments Camas WA 05/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-31
  • S65 Uniform Investment Adviser Law Examination
    2023-08-31
Other Names
  • Jake Baumann

View on SEC IAPD

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ERIK HANS HANSEN
Karl Erik Hansen
CHRISTOPHER BLAKE FOSTER
Matthew Ward Justis
Robert George Barber
Connie J. Walker

Other Offices

CETERA INVESTMENT ADVISERS LLC · CAMAS, WA
VITA PLANNING GROUP LLC · CAMAS, WA
LPL FINANCIAL LLC · CAMAS, WA
EDWARD JONES · CAMAS, WA
U.S. BANCORP ADVISORS, LLC · Camas, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Camas, WA
LPL FINANCIAL LLC · WASHOUGAL, WA
EDWARD JONES · WASHOUGAL, WA

More in Camas, WA

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