Jake Pavolonis

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

• 08/2022 → Present
  Fisher Investments
  Plano, TX
• 02/2021 → 05/2022
  The Winston
  Norman, OK
• 07/2020 → 02/2021
  Bad Daddy's Burger Bar
  Norman, OK
• 01/2019 → 04/2019
  Chickfila
  Norman, OK
• 04/2019 → 07/2020
  University Of Oklahoma
  Norman, OK
• 08/2018 → 01/2019
  The University Of Oklahoma
  Oklahoma, OK
• 09/2017 → 08/2018
  Culvers
  Mckinney, TX
• 07/2016 → 02/2017
  Whataburger
  Mckinney And Frisco, TX
• 02/2017 → 09/2017
  Centennial High School
  Frisco, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-13