Jared Ryan Messer

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

• 09/2019 → 08/2022
  Fidelity Brokerage Services Llc
  Westlake, TX
• 08/2017 → 05/2019
  University Of North Texas
  Denton, TX
• 05/2019 → 09/2019
  Unemployed
  Frisco, TX
• 09/2015 → 08/2017
  Harris County Public Health
  Houston, TX
• 09/2022 → 01/2025
  E*Trade Securities Llc
  Dallas, TX
• 09/2022 → 01/2025
  E*Trade Capital Management Llc
  Dallas, TX
• 11/2022 → 01/2025
  Morgan Stanley
  Dallas, TX
• 09/2023 → 01/2025
  Morgan Stanley
  Dallas, TX
• 09/2023 → 01/2025
  Morgan Stanley
  Dallas, TX
• 01/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2023-09-05 → 2025-02-19
  Morgan Stanley
  Dallas, TX
  Dallas, TX
• 2022-10-10 → 2023-09-05
  Harrisdirect Llc
  Dallas, TX
  Arlington, VA
• 2021-03-30 → 2022-08-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-03-22
• S63 Uniform Securities Agent State Law Examination
  2019-11-26

Other Names

• Jared Ryan Messer
• Jared Ryan Messer
• Jared Messer