Jared Siegel

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

• 10/2022 → Present
  Fisher Investments
  Plano, TX
• 01/2018 → 07/2022
  Cathedral Consulting Llc
  Roseburg, OR
• 11/2018 → 07/2022
  The Previous Group
  Bothell, WA
• 07/2016 → 11/2018
  Fireside Homes Llc
  Shoreline, WA

Other Businesses

the name of the other business; Vineyard Advisors & CPAs whether the business is investment-related; No the address of the other business; Southlake, TX the nature of the other business; CPA your position; Contract worker title, or relationship with the other business; contract worker the start date of your relationship; 08/22/22 the approximate number of hours/month you devote to the other business; 1-5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; My tasks are only to help by taking P&L info and moving to excel for analysis or projection purposes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-09