Jacob Ean Goodbread

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
  College Student At Florida State University
  Tallahassee, FL
• 10/2017 → 06/2018
  Burgerfi
  Tallahassee, FL
• 05/2019 → 03/2020
  Solar Bears Hockey
  Orlando, FL
• 06/2019 → 09/2022
  Orlando City Soccer
  Orlando, FL
• 01/2021 → 03/2022
  Esai
  Orlando, FL
• 04/2022 → 11/2022
  Synergy Wealth Alliance
  Altamonte Springs, FL
• 09/2022 → 11/2022
  Lpl Financial, Llc
  Altamonte Springs, FL
• 02/2023 → 11/2025
  Ifp Securities Llc
  Tampa, FL
• 11/2022 → 02/2023
  Unemployed
  Orlando, FL
• 03/2026 → Present
  Fisher Investments
  Tampa, FL
• 11/2025 → 03/2026
  Unemployed
  Orlando, FL

Previous Registrations

• 2023-11-08 → 2025-11-21
  Independent Financial Partners
  Tampa, FL
  Cocoa Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-10-10