Jeffrey Flynn

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

• 04/2013 → 04/2017
  Fisher Investments
  Woodside, CA
• 04/2017 → 01/2018
  Fallline Securities
  Darien, CT
• 01/2018 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2013-05-29 → 2017-04-17
  Fisher Investments
  Camas, WA
  Plano, TX

Other Businesses

the name of the other business; WFS Properties LLC whether the business is investment-related; No the address of the other business; 115 Stone Ridge Cir the nature of the other business; your position; Passive Investor title, or relationship with the other business; Investor the start date of your relationship; 10/17/2025 the approximate number of hours/month you devote to the other business; 1 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; I bought a home so my cousin has a place to live and he works on it while living there. We're now doing it again and have talked about renting them out when he's finished sometime next year.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-28