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Jeffrey Alan Sego

Fisher\Smb

Vancouver, WA

Carrollton, TX

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Current Employers
Fisher\Smb

4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-03-30
  • WA RA
    APPROVED
    Since 2026-03-30

Branch Locations

222 Ne Park Plaza Drive Suite 205, Vancouver, WA 98684 • United States

4100 International Parkway Suite 2000, Carrollton, TX 75007 • 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
Securus Payments Portland OR 04/2012 07/2017
Magna Consulting Portland OR 07/2017 09/2019
Fisher Investments Vancouver WA 10/2019 07/2024
Fisher Retirement Solutions Llc Dba Fisher\Smb Vancouver WA 07/2024 Present
  • 04/2012 → 07/2017
    Securus Payments
    Portland, OR
  • 07/2017 → 09/2019
    Magna Consulting
    Portland, OR
  • 10/2019 → 07/2024
    Fisher Investments
    Vancouver, WA
  • 07/2024 → Present
    Fisher Retirement Solutions Llc Dba Fisher\Smb
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-30
  • S65 Uniform Investment Adviser Law Examination
    2026-03-30

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA

More in Vancouver, WA

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