Inactive

Jared Morser

Fisher Investments

CRD 8015787

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-02-18
WA	RA	APPROVED	2025-02-18

TX RA
APPROVED

Since 2025-02-18
WA RA
APPROVED

Since 2025-02-18

Branch Locations

5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States

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

Organization	City	State	From	To
Fisher Investments	Camas	WA	01/2024	Present
Fedex	Troutdale	OR	06/2022	10/2023
Full Time Education	Vancouver	WA	02/2020	06/2022
Target	Portland	OR	11/2019	02/2020
Full Time Education	Vancouver	WA	01/2014	11/2019

01/2024 → Present

Fisher Investments

Camas, WA
06/2022 → 10/2023

Fedex

Troutdale, OR
02/2020 → 06/2022

Full Time Education

Vancouver, WA
11/2019 → 02/2020

Target

Portland, OR
01/2014 → 11/2019

Full Time Education

Vancouver, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-02-18

S65 Uniform Investment Adviser Law Examination

2025-02-18

View on SEC IAPD

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