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Jane Morabito

Fisher Investments

Plano, TX

Camas, WA

CRD 8133843

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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
OR RA APPROVED 2025-08-18
TX RA APPROVED 2025-08-18
WA RA APPROVED 2025-08-18
  • OR RA
    APPROVED
    Since 2025-08-18
  • TX RA
    APPROVED
    Since 2025-08-18
  • WA RA
    APPROVED
    Since 2025-08-18

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

5525 Nw Fisher Creek Dr, Camas, WA 98607 • 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 Camas WA 09/2023 Present
University Of Oregon Coffee Outlets Eugene OR 09/2022 06/2023
University Of Oregon Eugene OR 09/2019 06/2023
Instacart Berkeley Heights NJ 08/2020 02/2021
Usssa Softball Berkeley Heights NJ 04/2019 09/2020
Gina's Tennis World Berkeley Heights NJ 09/2018 04/2019
Sneaker Week Pdx Portland OR 06/2021 09/2021
Fisher Investments Camas WA 06/2022 08/2022
Governor Livingston High School Berkeley Heights NJ 09/2015 06/2019
  • 09/2023 → Present
    Fisher Investments
    Camas, WA
  • 09/2022 → 06/2023
    University Of Oregon Coffee Outlets
    Eugene, OR
  • 09/2019 → 06/2023
    University Of Oregon
    Eugene, OR
  • 08/2020 → 02/2021
    Instacart
    Berkeley Heights, NJ
  • 04/2019 → 09/2020
    Usssa Softball
    Berkeley Heights, NJ
  • 09/2018 → 04/2019
    Gina's Tennis World
    Berkeley Heights, NJ
  • 06/2021 → 09/2021
    Sneaker Week Pdx
    Portland, OR
  • 06/2022 → 08/2022
    Fisher Investments
    Camas, WA
  • 09/2015 → 06/2019
    Governor Livingston High School
    Berkeley Heights, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-18
  • S65 Uniform Investment Adviser Law Examination
    2025-08-18

View on SEC IAPD

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