Jacobe Nathanial Beltran

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

• 03/2026 → 07/2026
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 03/2026 → 07/2026
  Tiaa
  Frisco, TX
• 01/2025 → Present
  Texas Woman's University
  Denton, TX
• 03/2024 → Present
  Cowtown Coliseum
  Fort Worth, TX
• 01/2023 → 10/2025
  Cook Children's Health Care System
  Fort Worth, TX
• 04/2022 → 01/2023
  Teksystems
  Irving, TX
• 07/2021 → 03/2022
  C2Mtech / Wedgeworth Enterprises Inc
  Carrollton, TX
• 06/2021 → 06/2021
  Unemployed
  Sachse, TX
• 08/2018 → 05/2021
  Baylor University
  Waco, TX
• 08/2017 → 05/2021
  Baylor University
  Waco, TX
• 09/2020 → 04/2021
  Weber Electronics
  Waco, TX
• 11/2020 → 01/2021
  Braum's
  Rowlett, TX
• 05/2017 → 08/2020
  National Cheerleaders Association
  Plano, TX
• 03/2016 → 04/2017
  Garland High School
  Garland, TX
• 06/2020 → 08/2020
  Braum's
  Rowlett, TX
• 07/2026 → Present
  Fisher Investments
  Plano, TX

Other Businesses

Name: Cowtown Coliseum Position: Mascot Nature: Puts on rodeos for entertainment in Stockyards Investment Related: No Hours: 15 Securities Trading Hours: 0 Start Date: 03/03/2024 Address: 121 E Exchange Ave, Fort Worth TX 76164, United States Description: Perform as mascot leading up to and during rodeo

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-11
• S63 Uniform Securities Agent State Law Examination
  2026-05-08

Other Names

• Jacobe Beltran