Jasson Ramsey Waters

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

• 04/2014 → 03/2021
  Tiaa-Cref Individual & Institutional Services, Llc
  Lewisville, TX
• 04/2014 → 03/2021
  Tiaa
  Lewisville, TX
• 08/2021 → 05/2022
  The Vanguard Group, Inc
  Malvern, PA
• 03/2012 → 07/2024
  Jasson Investments
  Dallas, TX
• 05/2022 → 08/2024
  The Vanguard Group, Inc.
  Plano, TX
• 09/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2021-10-06 → 2024-09-03
  Vanguard Advisers, Inc.
  Malvern, PA
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-10-06
• S63 Uniform Securities Agent State Law Examination
  2014-07-21

Other Names

• Jasson Waters
• Jasson Ramsey Waters