Thomas Edward 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

• 02/2024 → Present
  Fisher Investments
  Tampa, FL
• 08/2020 → 12/2023
  Florida State University
  Tallahassee, FL
• 08/2016 → 05/2020
  Steinbrenner High School
  Lutz, FL
• 05/2021 → 07/2022
  Paninis Bar And Grill
  Lutz, FL
• 02/2020 → 01/2021
  Publix Super Markets
  Lutz, FL
• 09/2018 → 02/2020
  Publix Super Markets
  Lutz, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-06

Other Names

• Tom Edward Jones
• Tommy Edward Jones
• Thomas Jones