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Jacob Jewell Pace

Fisher Investments

Fort Lauderdale, FL

Brentwood, TN

Plano, TX

CRD 7085030

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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

AuthorityCategoryStatusDate
TN RA APPROVED 2026-08-14
FL RA APPROVED 2023-07-25
TX RA APPROVED 2019-12-16
  • TN RA
    APPROVED
    Since 2026-08-14
  • FL RA
    APPROVED
    Since 2023-07-25
  • TX RA
    APPROVED
    Since 2019-12-16

Branch Locations

Fort Lauderdale, FL • United States

Brentwood, TN • 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 Plano TX 08/2019 Present
Coastal La Insurance Baton Rouge LA 12/2018 08/2019
State Farm Baton Rouge LA 05/2018 12/2018
Louisiana State University Baton Rouge LA 05/2015 05/2018
  • 08/2019 → Present
    Fisher Investments
    Plano, TX
  • 12/2018 → 08/2019
    Coastal La Insurance
    Baton Rouge, LA
  • 05/2018 → 12/2018
    State Farm
    Baton Rouge, LA
  • 05/2015 → 05/2018
    Louisiana State University
    Baton Rouge, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-16
  • S65 Uniform Investment Adviser Law Examination
    2019-12-16
Other Names
  • Jake Jewell Pace
  • Jacob J Pace

View on SEC IAPD

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