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Jackson Newhouse

Fisher Investments

Plano, TX

CRD 7587945

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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
TX RA APPROVED 2026-01-05
  • TX RA
    APPROVED
    Since 2026-01-05

Branch Locations

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 08/2025 Present
Wells Fargo Tyler TX 05/2022 08/2022
Rbc Wealth Management Tyler TX 05/2023 08/2023
Fidelity Investments Westlake TX 06/2024 08/2024
Lawn Care Service Tyler TX 05/2017 08/2021
Unemployed - Full-Time Education Tyler TX 01/2013 07/2017
Full-Time Education College Station TX 09/2021 04/2022
Full-Time Education College Station TX 09/2022 04/2023
Full-Time Education College Station TX 09/2023 05/2024
Full-Time Education College Station TX 09/2024 05/2025
Unemployed Tyler TX 05/2025 08/2025
  • 08/2025 → Present
    Fisher Investments
    Plano, TX
  • 05/2022 → 08/2022
    Wells Fargo
    Tyler, TX
  • 05/2023 → 08/2023
    Rbc Wealth Management
    Tyler, TX
  • 06/2024 → 08/2024
    Fidelity Investments
    Westlake, TX
  • 05/2017 → 08/2021
    Lawn Care Service
    Tyler, TX
  • 01/2013 → 07/2017
    Unemployed - Full-Time Education
    Tyler, TX
  • 09/2021 → 04/2022
    Full-Time Education
    College Station, TX
  • 09/2022 → 04/2023
    Full-Time Education
    College Station, TX
  • 09/2023 → 05/2024
    Full-Time Education
    College Station, TX
  • 09/2024 → 05/2025
    Full-Time Education
    College Station, TX
  • 05/2025 → 08/2025
    Unemployed
    Tyler, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-05
  • S65 Uniform Investment Adviser Law Examination
    2026-01-05

View on SEC IAPD

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