Jeremy Keith Crider

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

• 08/2016 → 05/2019
  Suntrust Bank
  Tampa, FL
• 08/2016 → 05/2019
  Suntrust Advisory Services Llc
  Atlanta, GA
• 05/2019 → 04/2022
  Suntrust Advisory Services,Inc.
  Atlanta, GA
• 05/2019 → 04/2022
  Suntrust Bank
  Tampa, FL
• 02/2025 → Present
  Fisher Investments
  Tampa, FL
• 04/2022 → 12/2024
  Tampa Bay Trust Company
  Tampa, FL

Previous Registrations

• 2016-09-09 → 2022-04-20
  Truist Advisory Services, Inc.
  Tampa, FL
  Tampa, FL
  Tampa, FL
• 2013-05-23 → 2016-08-02
  Pnc Wealth Management Llc
  Sun City Center, FL
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-05
• S66 Uniform Combined State Law Examination
  2013-05-18

Designations

• Chartered Financial Analyst

Other Names

• Jeremy K Crider