Jake Ashton Manzano

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

• 04/2022 → 09/2022
  Florida Financial Advisors
  Tampa, FL
• 03/2021 → 10/2021
  The Home Depot
  Oviedo, FL
• 06/2019 → 12/2019
  Banana Republic
  Oviedo, FL
• 02/2017 → 05/2017
  O'CHarley's
  Fleming Island, FL
• 05/2018 → 08/2018
  Purcell, Flanagan, Hay & Greene
  Jacksonville, FL
• 08/2013 → 05/2017
  Fleming Island High School
  Fleming Island, FL
• 06/2017 → 12/2021
  University Of Central Florida
  Orlando, FL
• 01/2022 → 03/2022
  Doordash
  Fleming Island, FL
• 10/2022 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2022-04-29 → 2022-09-22
  Florida Financial Advisors, Llc
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-30