Jacob Bradley Goldhaber

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

• 09/2024 → Present
  Fisher Investments
  Tampa, FL
• 06/2016 → 08/2018
  The Laurel Hill School
  East Setauket, NY
• 10/2017 → 05/2018
  The World Gym
  East Setauket, NY
• 10/2019 → 06/2021
  Black And Blue Steak And Crab
  Buffalo, NY
• 05/2021 → 10/2021
  Tempelton Landing By Src (Specialty Restaurant Corp.)
  Buffalo, NY
• 08/2021 → 11/2021
  Bacchus Wine Bar
  Buffalo, NY
• 11/2021 → 02/2022
  Butterfields
  Hauppauge, NY
• 01/2022 → 05/2023
  Ristegios
  East Patchogue, NY
• 05/2022 → 09/2023
  Dockers Waterside
  East Quogue, NY
• 09/2014 → 06/2018
  Ward Melville High School
  East Setauket, NY
• 12/2021 → 08/2024
  Stony Brook University
  Stony Brook, NY
• 08/2018 → 11/2021
  University At Buffalo
  Buffalo, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-14

Other Names

• Jake Goldhaber
• Jacob Goldhaber