Jacob Neal Smithson

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

• 08/2025 → Present
  Fisher Investments
  Tampa, FL
• 05/2022 → 08/2022
  Dominion Solutions
  Richmond, VA
• 12/2022 → 01/2023
  Rrva Llc
  Richmond, VA
• 05/2023 → 08/2023
  Clear Defense Pest Control
  Huntsville, AL
• 05/2024 → 08/2024
  Clear Defense Pest Control
  Huntsville, AL
• 05/2025 → 08/2025
  Clear Defense Pest Control
  Huntsville, AL
• 11/2020 → 04/2021
  Advance Auto Parts
  Richmond, VA
• 08/2015 → 10/2020
  None
  Richmond, VA
• 02/2023 → 04/2023
  None
  Tuscaloosa, AL
• 05/2021 → 08/2021
  None
  Richmond, VA
• 09/2021 → 04/2022
  None
  Tuscaloosa, AL
• 09/2023 → 04/2024
  None
  Tuscaloosa, AL
• 09/2024 → 04/2025
  None
  Tuscaloosa, AL
• 09/2022 → 11/2022
  None
  Tuscaloosa, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-13

Other Names

• Jacob Smithson