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Jack Dowd

Fisher Investments

Plano, TX

CRD 7979021

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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 2024-10-16
  • TX RA
    APPROVED
    Since 2024-10-16

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Fisher Investments Plano TX 06/2024 Present
Zf Marine Propulsion Systems Llc Miramar FL 05/2023 05/2024
Student Coral Gables FL 08/2022 05/2023
Patrick Danielson State Farm Spring TX 05/2022 08/2022
Student Coral Gables FL 08/2021 05/2022
Jersey Mike's Subs The Woodlands TX 05/2021 08/2021
Student Coral Gables FL 08/2020 05/2021
The Woodlands United Methodist Church The Woodlands TX 06/2019 08/2020
Student The Woodlands TX 08/2013 05/2020
  • 06/2024 → Present
    Fisher Investments
    Plano, TX
  • 05/2023 → 05/2024
    Zf Marine Propulsion Systems Llc
    Miramar, FL
  • 08/2022 → 05/2023
    Student
    Coral Gables, FL
  • 05/2022 → 08/2022
    Patrick Danielson State Farm
    Spring, TX
  • 08/2021 → 05/2022
    Student
    Coral Gables, FL
  • 05/2021 → 08/2021
    Jersey Mike's Subs
    The Woodlands, TX
  • 08/2020 → 05/2021
    Student
    Coral Gables, FL
  • 06/2019 → 08/2020
    The Woodlands United Methodist Church
    The Woodlands, TX
  • 08/2013 → 05/2020
    Student
    The Woodlands, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-15
  • S65 Uniform Investment Adviser Law Examination
    2024-10-15

View on SEC IAPD

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