Best Investors Account Sign in
Inactive

Jamie Nicole Winter

Fisher Investments

Plano, TX

Camas, WA

CRD 7179979

Claim This Profile
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
TX RA APPROVED 2023-07-20
WA RA APPROVED 2022-01-24
  • TX RA
    APPROVED
    Since 2023-07-20
  • WA RA
    APPROVED
    Since 2022-01-24

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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
Jpmorgan Chase Bank N.A. Vancouver WA 09/2019 12/2021
Jpmorgan Securities Llc Vancouer WA 09/2019 12/2021
Jpmorgan Chase Bank N.A. Vancouver WA 07/2017 08/2019
Last Frountier Casino La Center WA 05/2017 07/2017
Panera Bread Vancouver WA 05/2017 05/2017
The Abernathy Oregon City OR 03/2017 05/2017
Regal Cinemas Bellinham WA 04/2016 02/2017
Manna Development Group Llc Encinitas CA 05/2017 05/2017
Fisher Investments Camas WA 12/2021 Present
  • 09/2019 → 12/2021
    Jpmorgan Chase Bank N.A.
    Vancouver, WA
  • 09/2019 → 12/2021
    Jpmorgan Securities Llc
    Vancouer, WA
  • 07/2017 → 08/2019
    Jpmorgan Chase Bank N.A.
    Vancouver, WA
  • 05/2017 → 07/2017
    Last Frountier Casino
    La Center, WA
  • 05/2017 → 05/2017
    Panera Bread
    Vancouver, WA
  • 03/2017 → 05/2017
    The Abernathy
    Oregon City, OR
  • 04/2016 → 02/2017
    Regal Cinemas
    Bellinham, WA
  • 05/2017 → 05/2017
    Manna Development Group Llc
    Encinitas, CA
  • 12/2021 → Present
    Fisher Investments
    Camas, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-24
S63 Uniform Securities Agent State Law Examination 2019-11-19
  • S65 Uniform Investment Adviser Law Examination
    2022-01-24
  • S63 Uniform Securities Agent State Law Examination
    2019-11-19
Other Names
  • Jamie Winter

View on SEC IAPD

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor