Jocelyn Kaye Gilbert

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

• 01/2022 → Present
  Fisher Investments
  Tampa, FL
• 05/2019 → 08/2019
  Kca Wealth Management
  Camp Hill, PA
• 12/2016 → 06/2018
  The Tjx Companies, Inc
  Mechanicsburg, PA
• 08/2018 → 12/2021
  University Of Kentucky
  Lexington, KY
• 01/2014 → 06/2018
  Cumberland Valley High School
  Mechanicsburg, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-26

Other Names

• Jocelyn Foreman
• Jocelyn Kaye Foreman