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Jarrod Lee Dehn

Fisher Investments

Sarasota, FL

Plano, TX

CRD 6351336

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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
FL RA APPROVED 2024-02-09
TX RA APPROVED 2023-12-22
  • FL RA
    APPROVED
    Since 2024-02-09
  • TX RA
    APPROVED
    Since 2023-12-22

Branch Locations

Sarasota, FL • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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 Plano TX 09/2016 12/2023
Fisher Investments Plano TX 12/2023 Present
Unemployed Huntersville NC 01/2016 09/2016
Previous Registrations
  • 2014-11-03 → 2015-12-24
    Edward Jones
    St Louis, MO
    Kapaa, HI
    Princeville, HI
    Kalaheo, HI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-22
S66 Uniform Combined State Law Examination 2014-09-05
  • S65 Uniform Investment Adviser Law Examination
    2023-12-22
  • S66 Uniform Combined State Law Examination
    2014-09-05
Other Names
  • Jarrod Dehn

View on SEC IAPD

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