Jason Preston Swokins

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

• 09/2014 → 06/2017
  Deloitte
  Seattle, WA
• 07/2017 → 09/2019
  Morley Capital Management
  Portland, OR
• 09/2019 → Present
  Fisher Investments
  Camas, WA

Other Businesses

the name of the other business; Magnolia Ridge Homeowners Association whether the business is investment-related; No the address of the other business;17933 NW Evergreen Pkwy., Suite 200, Beaverton, OR 97006 the nature of the other business; HOA your position; Director title, or relationship with the other business; Homeowner the start date of your relationship; 1/19/2023 the approximate number of hours/month you devote to the other business; 2 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; sit on the board and work with other board members to maintain common areas, manage the financial business of the association, and select and direct the HOA manager.

Designations

• Chartered Financial Analyst

Other Names

• Jason Preston Jenkins