Talia Abigail Jones

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

• 05/2019 → 09/2022
  Oak Grove Swim & Tennis Club
  Walnut Creek, CA
• 06/2022 → 12/2023
  Hrfrenzy
  Walnut Creek, CA
• 04/2024 → 04/2025
  Winnovart
  London
• 08/2025 → Present
  Fisher Investments
  Camas, WA
• 08/2014 → 06/2017
  Foothill Middle School
  Walnut Creek, CA
• 08/2017 → 06/2021
  Northgate High School
  Walnut Creek, CA
• 09/2021 → 06/2025
  University Of Oregon
  Eugene, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-13

Other Names

• Talia Jones