Jared B Szczesny

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

• 06/2011 → 10/2020
  Pantego Camp Thurman
  Pantego, TX
• 09/2018 → 05/2019
  College Pulse
  Arlington, TX
• 03/2015 → 10/2019
  Spouts Farmers Market
  Mansfield, TX
• 01/2019 → 05/2022
  Sellers On Amazon
  Mansfield, TX
• 10/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 08/2014 → 07/2017
  Tarrant County College
  Arlington, TX
• 08/2017 → 05/2019
  The University Of Texas At Arlington
  Arlington, TX
• 10/2019 → 05/2022
  Equitable Advisors, Llc
  New York, NY
• 05/2022 → Present
  Fisher Investments
  Plano, TX

Other Businesses

CO OWNER ART BY JULES, LLC. 6805 MAIN STREET, STE 430, #609, COLONY, TX, 75056. CUSTON ARTWORK AND WEDDING DECOR RENTALS. 40 HOURS PER MONTH. ANNUAL COMPENSATION $3,000.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-01
• S63 Uniform Securities Agent State Law Examination
  2021-02-10

Other Names

• Jared Szczesny