Jade Alexandra Bartlett

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

• 01/2026 → Present
  Fisher Investments
  Tampa, FL
• 08/2015 → 05/2020
  University Of Florida
  Gainesville, FL
• 07/2016 → 05/2018
  Ruffalo Noel Levitz At The University Of Florida
  Gainesville, FL
• 05/2017 → 01/2019
  American Eagle Outfitters
  Tampa, FL
• 05/2019 → 08/2019
  Gte Federal Credit Union
  Tampa, FL
• 01/2021 → 02/2021
  S.A.F.E Management
  Tampa, FL
• 06/2020 → 12/2020
  Unemployed
  Tampa, FL
• 02/2021 → 07/2022
  Fisher Investments
  Tampa, FL
• 07/2022 → 07/2024
  Fisher Investments
  Tampa, FL
• 07/2024 → 01/2026
  Fisher Investments
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-08

Other Names

• Jade Bartlett