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Ulysses L Jackson

Fisher Investments

Camas, WA

Plano, TX

CRD 2518362

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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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-02
WA RA APPROVED 2007-11-20
  • TX RA
    APPROVED_RES
    Since 2023-10-02
  • WA RA
    APPROVED
    Since 2007-11-20

Branch Locations

5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments, Inc Woodside CA 02/2004 Present
  • 02/2004 → Present
    Fisher Investments, Inc
    Woodside, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-05-24
S63 Uniform Securities Agent State Law Examination 1997-06-20
  • S66 Uniform Combined State Law Examination
    2000-05-24
  • S63 Uniform Securities Agent State Law Examination
    1997-06-20
Other Names
  • Ulysses L Jackson

View on SEC IAPD

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