Austin Jamial Jefferson

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

• 06/2016 → 08/2024
  Tiaa- Cref Individual & Intitutional Services, Llc
  Nashville, TN
• 06/2016 → 08/2024
  Tiaa
  Nashville, TN
• 09/2024 → 02/2025
  Valic Financial Advisors, Inc.
  Houston, TX
• 04/2012 → Present
  Author Of Books
  Nashville, TN
• 09/2024 → 02/2025
  Agia
  Houston, TX
• 10/2024 → Present
  Selling Of Screenplays
  Nashville, TN
• 04/2025 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2024-11-01 → 2025-03-21
  Valic Financial Advisors, Inc.
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Birmingham, AL
  Nashville, TN

Other Businesses

AUTHOR OF BOOKS POSITION: Author NATURE: Author of faith-based books INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/11/2012 ADDRESS: 1214 Iris Lake Dr. Unit 102 Tampa, FL. 33619 United States DESCRIPTION: Author of faith-based books that are available for purchase on Amazon, Barnes and Nobles, Books-A-Million, Xulon Press, Audible, and local bookstores. One of the four books published is educational information regarding investing and saving for retirement. SELLING OF SCREENPLAYS POSITION: Writer NATURE: Writing faith-based screenplays to sell to Christian movie production companies. INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2024 ADDRESS: 1214 Iris Lake Dr. Unit 102 Tampa, FL. 33619 United States DESCRIPTION: Screenplay writer who writes screenplays with a desire to sell to a studio/movie production company in the future.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-01
• S63 Uniform Securities Agent State Law Examination
  2016-07-21

Other Names

• Austin J Jefferson
• Austin Jamial Jefferson
• Austin Jefferson