Jared Landon Cain

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

• 11/2015 → 10/2021
  Timmons Compedge Agency
  Heath, TX
• 05/2016 → 10/2021
  Brokers International Financial Services, Llc.
  Heath, TX
• 01/2022 → Present
  Fisher Investments
  Plano, TX

Other Businesses

Heritage Christian Academy, not investment-related, Rockwall, TX, HCA Board of Trustees, Oversees continuing operations of the school, responsibility of financial oversight through setting an annual budget, start date of 05/01/26, 2 hours per month, 0 hours during securities trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-22
• S63 Uniform Securities Agent State Law Examination
  2014-07-29

Designations

• Chartered Financial Consultant

Other Names

• Landon Cain