Jason Bernard Minor

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

• 07/2024 → Present
  Fisher Investments
  Tampa, FL
• 08/2020 → 12/2023
  Texas A&M University
  College Station, TX
• 12/2023 → 05/2024
  American Heart Association
  Irving, TX
• 01/2014 → 07/2020
  Unemployed
  Grapevine, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-03

Other Names

• Jr Minor