Stephanie Briscoe

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

• 05/2024 → Present
  Fisher Investments
  Plano, TX
• 10/2022 → 05/2024
  Maxim Healthcare Staffing
  Dallas, TX
• 08/2020 → 09/2022
  Shah Family
  Allen, TX
• 10/2017 → 03/2020
  Radiant Life Church
  Mckinney, TX
• 05/2018 → 08/2020
  Ulta
  Prosper, TX
• 08/2019 → 03/2020
  Decker Family
  Dallas, TX
• 05/2016 → 01/2018
  Gal Clothing Boutique
  Mckinney, TX
• 08/2017 → 05/2020
  Dallas Baptist University
  Dallas, TX
• 08/2013 → 05/2017
  Prosper High School
  Prosper, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-12

Other Names

• Stephanie Grace Jackson