Best Investors Account Sign in
Inactive

Joel Andrew Jaquith

Fisher Investments

Plano, TX

Cypress, TX

CRD 6156908

Claim This Profile
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 2019-07-23
AL RA APPROVED 2015-11-09
  • TX RA
    APPROVED
    Since 2019-07-23
  • AL RA
    APPROVED
    Since 2015-11-09

Branch Locations

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

Cypress, TX • 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 Camas WA 03/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-22
S63 Uniform Securities Agent State Law Examination 2013-04-01
  • S65 Uniform Investment Adviser Law Examination
    2014-04-22
  • S63 Uniform Securities Agent State Law Examination
    2013-04-01

View on SEC IAPD

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor