Jennifer Li Lucius

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

• 05/2019 → 12/2019
  Trinity Wealth Securities L.L.C
  Tampa, FL
• 05/2019 → 12/2019
  Florida Financial Advisors
  Tampa, FL
• 09/2015 → 05/2019
  Tufts University
  Somerville, MA
• 09/2015 → 12/2016
  Ruffalo Noel Levitz
  Somerville, MA
• 02/2017 → 08/2017
  Attorney Kevin Patrick Seaver
  Boston, MA
• 06/2017 → 05/2019
  Flour Bakery And Cafe
  Cambridge, MA
• 01/2020 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
• 01/2020 → 11/2021
  Sunsational Swim School
  Tampa, FL
• 01/2020 → 11/2021
  Varsity Tutors
  Tampa, FL
• 03/2020 → 11/2021
  Bank Of America, N.A.
  Tampa, FL
• 11/2021 → 01/2025
  Fidelity Investments
  Tampa, FL
• 01/2025 → 12/2025
  Morgan Stanley
  Tampa, FL
• 01/2026 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2025-01-27 → 2025-12-25
  Morgan Stanley
  Tampa, FL
• 2022-02-07 → 2025-01-06
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
  Tampa, FL
• 2020-02-04 → 2021-11-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
  New York, NY
• 2019-07-24 → 2020-01-16
  Florida Financial Advisors, Llc
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-11-02
• S65 Uniform Investment Adviser Law Examination
  2019-07-22

Other Names

• Jennifer Lucius
• Jen Lucius
• Jennifer Li Lucius